Branch Leader II or III Surfside

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Leadership","Coaching","Interpersonal skills","Sales relationship building","Communication"]

Lead all aspects of an assigned Truist branch by driving performance through coaching, managing teams, and executing business development routines. Grow branch revenue through small business and mass affluent client strategies, including client appointments, outbound calling, and prospecting. Ensure compliance with internal controls, operational procedures, risk management, and required ethics and training. Oversee human capital decisions from hiring and scheduling through performance reviews and counseling while partnering closely with IRM and operations teams.

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Truist Financial
Truist Financial
4 days ago

Branch Leader II or III Surfside

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Lead all aspects of an assigned Truist branch by driving performance through coaching, managing teams, and executing business development routines. Grow branch revenue through small business and mass affluent client strategies, including client appointments, outbound calling, and prospecting. Ensure compliance with internal controls, operational procedures, risk management, and required ethics and training. Oversee human capital decisions from hiring and scheduling through performance reviews and counseling while partnering closely with IRM and operations teams.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Manage all aspects of the assigned branch, driving performance through leading, coaching, and managing teammates.
  • •Drive business development and branch revenue growth for small business and mass affluent clients through appointments, outbound calling, and prospecting.
  • •Ensure compliance with internal controls, operational procedures, risk management policies, the Truist Code of Ethics, and completion of required training.
  • •Promote a positive public image in the community and participate in civic, government, professional, business, and community affairs to prospect and build the Truist brand.
  • •Handle human capital decisions including interviewing, selection, hiring, workforce scheduling, performance reviews, ratings, counseling, and disciplinary actions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick Days

Key Requirements

  • •Bachelor’s degree or equivalent education, training, or experience.
  • •4 years of financial services experience plus consumer/small business expertise (or equivalent experience/performance).
  • •2 years of previous branch leadership or management experience.
  • •Strong interpersonal, sales relationship, and prioritization skills.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check.
Experience:Financial servicesSmall businessConsumer bankingMortgage lending
Education:Bachelor's
Skills:LeadershipCoachingInterpersonal skillsSales relationship buildingCommunication
Licenses:SAFE Mortgage Licensing ActNMLS background check
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn