About The Position

The Retail Area Leader leads a group of approximately 14–27 branches and their teammates within a Region for Truist’s Retail Community bank. The role works to deliver the bank’s purpose and achieve sales and service goals, while continuously improving Retail and Small Business sales effectiveness through coaching, counseling, feedback, reinforcement, and support of the bank’s sales and credit cultures. The leader ensures teams receive feedback that supports ongoing improvement. The position instills the bank’s purpose, mission, and values across retail and small business teams; collaborates with other lines of business serving retail and small business clients; and helps manage retention, personnel, facilities, product sales, and service. For assigned branches, the leader reviews monthly financial and management reports to support balanced performance. The role leads branch leaders in planning and executing sales and service, developing teammate skills, maintaining service and transaction quality, and ensuring operational soundness and appropriate risk management. The Retail Area Leader is accountable for regional growth, profitability, quality, service and operations, sales, expenses, and profit performance. The leader monitors area and branch results, identifies performance gaps, develops improvement plans, and ensures consistent execution of the Client Engagement Model.

Requirements

  • Bachelor’s degree or equivalent education and related training.
  • Five years of financial services experience.
  • At least three 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.

Nice To Haves

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

Responsibilities

  • Instill Truist’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 sales and credit cultures.
  • Ensure teams receive feedback that supports continuous improvement.
  • Collaborate with 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 efficiency.
  • 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 sales opportunities, and achieving individual and team results.
  • Build branch teammates’ sales effectiveness skills and support industry-leading service and transaction quality, operational soundness, and proper 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 plans to improve results.
  • 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 by hire date and employment 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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