Retail Area Leader II North East Georgia

Truist•Lawrenceville, GA

About The Position

The Retail Area Leader leads a group of approximately 14–27 branches and teammates within a region for the Retail Community bank. The role works to fulfill the bank’s purpose and achieve sales and service goals by improving Retail and Small Business sales effectiveness. This includes coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures, as well as sharing feedback that supports continuous improvement. The leader instills the bank’s purpose, mission, and values across retail and small business teams; collaborates with other lines of business to support clients; and helps manage retention, personnel, facilities, product sales, and service. For assigned branches, the leader reviews financial and management reports to support balanced performance. The role leads branch leaders and monitors regional and branch progress toward service, sales, expense, profit, growth, profitability, and quality goals, identifying performance gaps and developing improvement plans.

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 handle multiple priorities under time constraints.
  • Sales execution and direct sales leadership experience.
  • English language fluency is required.

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, coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures.
  • Deliver feedback for improvement across teams to support continuous improvement.
  • Collaborate across lines of business, including Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions, to support 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 planning, identifying opportunities, achieving individual and team results, building teammate sales skills, delivering quality service and transactions, and maintaining operational soundness and risk management.
  • Deliver regional retail and small business performance goals for growth, profitability, and quality.
  • Achieve area service and operations, sales, expense, and profit performance goals.
  • Monitor area and branch effectiveness and progress through financial and activity reports.
  • Identify performance gaps and develop appropriate improvement plans.
  • 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 as applicable
  • 10 sick days, prorated as applicable
  • Paid holidays
  • May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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