Retail Area Leader II North East Georgia

Truist Bank•Lawrenceville, GA

About The Position

The Retail Area Leader leads approximately 14–27 branches and their teammates within a region for the Retail Community bank, working to deliver the bank’s purpose and meet sales and service goals. The role drives continuous improvement in Retail and Small Business sales effectiveness through coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures. It ensures teams receive feedback that supports ongoing improvement. The leader instills the bank’s purpose, mission, and values across retail and small business teams; collaborates with other business lines serving retail and small business clients; and helps manage retention, personnel, facilities, product sales, and service. For assigned branches, the role reviews monthly financial and management reports to support balanced branch performance. It leads and coaches branch leaders on sales and service planning, opportunity identification, teammate skill development, service and transaction quality, operational soundness, and risk management. The position is accountable for regional growth, profitability, quality, service and operations, sales, expense, and profit performance, monitoring results and addressing performance gaps with improvement plans while supporting consistent execution of the Client Engagement Model.

Requirements

  • Bachelor’s degree or equivalent education and related training.
  • Five years of financial services experience.
  • 0–3 years of leadership experience managing group locations and leaders.
  • Strong interpersonal, sales, and relationship management skills.
  • Strong written and verbal communication skills.
  • Demonstrated ability to provide group leadership and manage multiple priorities under time constraints.
  • Sales execution and direct sales leadership experience.
  • English language fluency.

Nice To Haves

  • Two years of commercial banking experience.
  • Completion of or enrollment in an established management or career development program.

Responsibilities

  • Instill the bank’s purpose, mission, and values within retail and small business teams.
  • Improve Retail and Small Business sales effectiveness through sales leadership, including coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures.
  • Ensure feedback for improvement is delivered across teams to support continuous improvement.
  • Collaborate with Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions to serve retail and small business clients and achieve financial goals.
  • Assist in managing retention, personnel, facilities, product sales, and service.
  • Review monthly Average Balance Analysis, Detailed Income and Expense, and other management reports for assigned branches to support balanced financial performance.
  • Lead, coach, and manage branch leaders in sales and service performance planning; identifying and achieving individual and team sales opportunities; developing branch teammate sales effectiveness; delivering high-quality service and transactions; and maintaining operational soundness and proper risk management.
  • Deliver regional retail and small business performance goals relating to growth, profitability, and quality.
  • Achieve area service and operations, sales, expense, and profit performance goals.
  • Monitor area and branch effectiveness and progress toward service, sales, and other goals using financial and activity reports.
  • Identify performance gaps and develop appropriate plans to improve performance.
  • Ensure consistent execution of the Client Engagement Model.

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 a deferred compensation plan
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