Branch Leader - Lincolnton

Truist•Lincolnton, NC
•Onsite

About The Position

The Branch Leader is responsible for managing all aspects of the assigned branch, including driving performance through leadership, coaching, management, and business development. The role emphasizes small business expertise and development in support of Truist’s purpose of inspiring and building better lives and communities. The Branch Leader ensures compliance with internal controls, operating procedures, and risk management policies, and manages human capital activities such as interviewing, hiring, performance reviews, disciplinary actions, and workforce scheduling. The leader may be cross-trained to assist with teller transactions as needed. The role builds the branch’s public image and advances Truist’s Purpose, Mission, Values, and culture. It drives business development and revenue through small business and new-client strategies, client appointments, outbound calling, prospecting, and community involvement. The Branch Leader leads and develops teammates, partners with Integrated Relationship Management (IRM) and Operations, and ensures branch-wide compliance and completion of required training.

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 an applicable NMLS background check.
  • Ability to inspire, lead, and coach others.

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, Values, and culture 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 (IRM) partnerships.
  • Drive branch revenue through small business development and new-client strategies, including face-to-face appointments, outbound calling, and prospecting; support Mass Affluent growth through appointments and outbound calling.
  • Participate, as reviewed and approved in the market, in civic, government, professional, business, and community organizations to prospect for business and build the Truist brand.
  • Lead, grow, coach, and motivate teammates while executing branch engagement routines and supporting clients’ financial success and team empowerment.
  • Partner with IRM and Operations, including the area operations officer, to ensure compliance with bank procedures, internal controls, risk management, the Truist Code of Ethics, and required team training.
  • Collaborate with IRM and key line-of-business partners to promote a One Team culture and business partnerships within the branch.
  • Make human capital decisions, including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews and ratings, performance counseling, and disciplinary actions.
  • May be cross-trained to assist with teller transactions as needed.

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, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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