Branch Leader I/II - Carlisle

Truist Financial
United States
Full timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Leadership","Coaching","Interpersonal communication","Sales relationship","Prioritization"]

Lead all aspects of the assigned branch, driving performance through coaching, managing, and business development. Grow revenue and client relationships across small business and mass affluent segments through face-to-face appointments, outbound calling, and prospecting. Ensure compliance with internal controls, operational procedures, and risk management, partner with IRM and operations, and oversee human capital decisions including interviewing, hiring, scheduling, and performance reviews.

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Truist Financial
Truist Financial
1 day ago

Branch Leader I/II - Carlisle

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Lead all aspects of the assigned branch, driving performance through coaching, managing, and business development. Grow revenue and client relationships across small business and mass affluent segments through face-to-face appointments, outbound calling, and prospecting. Ensure compliance with internal controls, operational procedures, and risk management, partner with IRM and operations, and oversee human capital decisions including interviewing, hiring, scheduling, and performance reviews.
Location: United States
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Manage all aspects of the assigned branch, driving branch performance through leading, coaching, and managing.
  • •Drive branch business development and revenue growth through small business development, new client strategies, and prospecting.
  • •Promote positive community presence and advance the Purpose, Mission, and Values to support Truist culture.
  • •Ensure compliance with bank procedures, internal controls, risk management policies, and the Truist Code of Ethics; complete required team training.
  • •Handle human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, performance reviews, and disciplinary actions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree or equivalent education and related training or experience.
  • •Two years of financial services experience with consumer/small business expertise (or equivalent experience/performance).
  • •One year of previous branch leadership or management experience.
  • •Strong interpersonal, sales relationship, prioritization, and written and verbal communication skills.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and an NMLS background check.
Experience:Financial servicesConsumerSmall business
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:LeadershipCoachingInterpersonal communicationSales relationshipPrioritization
Licenses:SAFE Mortgage Licensing Act (NMLS registration)
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