Retail Area Leader I or II - Metro Tampa Area

Truist • Tampa, FL

1d

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 fulfill the bank’s purpose and achieve 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.

The leader works across business lines that serve retail and small business clients and oversees branch performance, staffing, retention, facilities, product sales, and service. The role reviews financial and management reports, guides branch leaders, monitors performance against goals, identifies gaps, and develops plans for improvement. The job posting lists the title as “Retail Area Leader I or II” for the Metro Tampa Area; the position description itself refers to the role as Retail Area Leader.

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 manage multiple priorities under time constraints.
• Sales execution and direct sales leadership experience.

Nice To Haves

• Two years of commercial banking experience.
• Completion 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 sales and credit cultures.
• Deliver feedback across teams to support continuous improvement.
• Collaborate with Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions to achieve financial goals for retail and small business clients.
• 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 opportunities, achieving individual and team results, building teammate sales skills, delivering high-quality service and transactions, and maintaining operational soundness and risk management.
• Deliver regional retail and small business performance goals related to 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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager