The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist's Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed.
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.
1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and support of the Truist culture.
2. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
4. Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
5. Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client's financial success and team empowerment.
6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
7. Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
Qualifications
Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance.
3. One year of previous branch leadership or management experience.
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check.
7. Ability to inspire, lead and coach others.
Preferred Qualifications:
1. Bachelor's degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
Branch Leader- Annapolis Area • Annapolis, MD, United States
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