Branch Leader - Lewisville

Truist Bank•Lewisville, NC

About The Position

The Branch Leader is responsible for managing all aspects of the assigned branch, including branch performance, business development, compliance, risk management, and human capital decisions. The role leads, coaches, and manages the team to deliver strong individual and team performance, with particular emphasis on small business expertise and development. The Branch Leader may be cross-trained to assist with teller transactions as needed. The role builds the bank’s public image and presence in the community, drives revenue and new-client growth, and develops relationships through appointments, outbound calling, prospecting, and community involvement. It also partners with Integrated Relationship Management and Operations teams to support a One Team culture and ensure compliance with bank procedures, internal controls, risk policies, ethics requirements, and training obligations. The Branch Leader makes staffing and development decisions, including interviewing, hiring, scheduling, performance reviews, coaching, and disciplinary actions. The position requires a bachelor’s degree or equivalent education, training, or experience; at least two years of financial services and consumer or small business expertise or equivalent experience/performance; and one year of branch leadership or management experience.

Requirements

  • Bachelor’s degree or equivalent education, related training, or experience.
  • Two years of financial services and consumer/small business expertise, or equivalent experience and/or performance.
  • One year of previous branch leadership or management experience.
  • Strong interpersonal, sales relationship, and prioritization skills.
  • Strong written and verbal skills.
  • Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in the role, including new or transfer registration and applicable NMLS background check.
  • Ability to inspire, lead, and coach others.
  • English language fluency is required.

Nice To Haves

  • Bachelor’s degree with a concentration in Business, Accounting, Finance, or Banking.
  • Graduate of internal leadership development programs.

Responsibilities

  • Promote a positive public image in the community and instill Truist’s Purpose, Mission, and Values in the team.
  • Drive branch business development and strong team and individual performance in areas including Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management partnerships.
  • Grow branch revenue through small business development and new-client strategies, including face-to-face appointments, outbound calling, and prospecting.
  • Develop Mass Affluent business through face-to-face appointments and outbound calling.
  • Participate, when reviewed and approved in the market, in civic, government, professional, business, community affairs, associations, and groups to prospect for business and build the Truist brand.
  • Lead, grow, coach, and motivate teammates and execute branch engagement routines to support clients’ financial success and team empowerment.
  • Partner with Integrated Relationship Management and Operations teams, including the area operations officer, to support compliance with bank procedures, internal controls, risk management, the Truist Code of Ethics, and required training.
  • Collaborate with Integrated Relationship Management and key lines of business to promote a One Team culture and business partnerships.
  • Make human capital decisions for the branch team, including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews and ratings, performance counseling, and disciplinary actions.
  • Assist with teller transactions as needed after cross-training.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.
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