Branch Leader - Presbyterian Plaza

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Leadership","Coaching","Management","Interpersonal skills","Sales relationship management","Risk management","Compliance","Prioritization","Written communication","Verbal communication"]

Lead all aspects of the assigned branch, driving performance through coaching, management, and business development. Grow small business and mass affluent relationships through client appointments, outbound calling, prospecting, and community engagement. Ensure compliance with internal controls, operational procedures, risk management, and the Code of Ethics while partnering with IRM and operations teams. Manage human capital decisions including interviewing, hiring, performance reviews, counseling, and workforce scheduling.

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Truist Financial
Truist Financial
1 hour ago

Branch Leader - Presbyterian Plaza

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Last checked: 1 hour agoStatus: Live

Job Summary

Lead all aspects of the assigned branch, driving performance through coaching, management, and business development. Grow small business and mass affluent relationships through client appointments, outbound calling, prospecting, and community engagement. Ensure compliance with internal controls, operational procedures, risk management, and the Code of Ethics while partnering with IRM and operations teams. Manage human capital decisions including interviewing, hiring, performance reviews, counseling, and workforce scheduling.
Location: Charlotte
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.
  • •Drive branch business development and revenue growth for small business and mass affluent client segments.
  • •Execute branch engagement routines by leading, coaching, and motivating teammates to support client financial success.
  • •Ensure compliance with internal controls, bank procedures, risk management policies, and the Truist Code of Ethics, including required team training.
  • •Handle human capital decisions including interviewing, selection, hiring, workforce scheduling, performance reviews, ratings, and disciplinary actions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

  • •Bachelor’s degree or equivalent education and related training or experience.
  • •Two years of financial services and consumer/small business expertise or equivalent experience/performance.
  • •One year of previous branch leadership or management experience.
  • •Strong interpersonal, sales relationship, prioritization, written, and verbal skills.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including NMLS background check.
Experience:Financial servicesConsumer bankingSmall business
Education:Bachelor's
Skills:LeadershipCoachingManagementInterpersonal skillsSales relationship managementRisk managementCompliancePrioritizationWritten communicationVerbal communication
Licenses:SAFE Mortgage Licensing Act compliantNMLS 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