Retail Region Leader- CPA

Truist Bank • Lancaster, PA

10d

About The Position

The Retail Region Leader is accountable for the overall performance of a geographically-assigned large Retail Community team that delivers on key sales productivity and client service via the area and branch network. Establishes consistent and purposeful communication across all leaders and teams, fostering a workplace culture that enables teammates to deliver superior client experience. Leads and influences leaders and teams to exceed performance standards. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Responsible for leading and instilling the purpose, mission and values within Regions’ retail and small business teams. Responsible for the overall performance and readiness of retail and small business teams with a focus on key productivity and growth drivers which result in superior sales, service and operations. Establishes consistent and purposeful communication, fostering a workplace culture that enables teammates to deliver superior client experience. Leads, coaches and manages teams to exceed performance standards. Responsible for ensuring balanced financial performance of Region and its assigned branch teams. (Assign appropriate levels of financial performance for each of the branches within the Region.) Manages key productivity and growth drivers with a focus on driving superior sales, service and operations through the consistent execution of core processes and established routines. Manages the efficiency of Region’s retail distribution system through involvement with profit planning (revenue enhancement and expense control), personnel management, facilities management, and product sales and service. For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas. Collaborates with Region President and Market Presidents and key partners to deliver the community bank model via a one team approach. Supports community growth and business growth across the teams. Responsible for ensuring internal controls are maintained with a proper emphasis on operational risks. Responsible for the effective management of branch resources, including hiring, on-boarding, engagement, development and retention. Responsible for the appropriate oversight of expenses and management of all operational, compliance, and risk activities.

Requirements

• Bachelor’s degree or equivalent education and related training
• Ten years of financial services experience
• Three years of leadership experience
• Strong interpersonal, sales and relationship management skills
• Strong written and verbal communication skills
• Demonstrated ability to provide group leadership and to handle multiple priorities under time constraints
• Sales execution and direct sales leadership experience across large geographies/potentially multi-state.
• Previous sales management experience in a financial services environment.

Nice To Haves

• Master’s degree in Business, Accounting, Finance or Banking, or equivalent experience
• Two years of commercial banking experience
• Completion or enrollment in an established management or career development program

Responsibilities

• Responsible for leading and instilling the purpose, mission and values within Regions’ retail and small business teams.
• Responsible for the overall performance and readiness of retail and small business teams with a focus on key productivity and growth drivers which result in superior sales, service and operations.
• Establishes consistent and purposeful communication, fostering a workplace culture that enables teammates to deliver superior client experience.
• Leads, coaches and manages teams to exceed performance standards.
• Responsible for ensuring balanced financial performance of Region and its assigned branch teams. (Assign appropriate levels of financial performance for each of the branches within the Region.)
• Manages key productivity and growth drivers with a focus on driving superior sales, service and operations through the consistent execution of core processes and established routines.
• Manages the efficiency of Region’s retail distribution system through involvement with profit planning (revenue enhancement and expense control), personnel management, facilities management, and product sales and service.
• For assigned branches, responsible for reviewing monthly Average Balance Analysis, Detailed Income and Expense and other management reports to ensure balanced financial performance of branch teams in the following key performance areas.
• Collaborates with Region President and Market Presidents and key partners to deliver the community bank model via a one team approach.
• Supports community growth and business growth across the teams.
• Responsible for ensuring internal controls are maintained with a proper emphasis on operational risks.
• Responsible for the effective management of branch resources, including hiring, on-boarding, engagement, development and retention.
• Responsible for the appropriate oversight of expenses and management of all operational, compliance, and risk activities.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees