Retail Area Leader I/II - West CPA Area

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Retail Area Leader leads a group of branches and teammates assigned within a Region (approx. 14-27 branches) for the Retail Community bank in an effort to deliver on our purpose and achieve our sales and service goals. Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank’s sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.

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 instilling purpose, mission and values within retail and small business teams.

Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank’s sales and credit cultures. Ensures feedback for improvement is delivered across teams to support continuous improvement.

Collaborates across lines of business impacting retail and small business clients (Mortgage Banking, Wealth Management, Investment, Insurance Services, and Payment Solutions) to achieve financial

Assist in managing the efficiency of retention, 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.

Lead, coach and manage branch leaders to focus on their responsibilities: Sales and service performance planning; Identifying sales opportunities and achieving results on an individual and team level; Building branch teammate skill sets around sales effectiveness; Industry-leading service and transaction quality, Operational soundness and proper risk management.

Succeeds in delivering retail and small business performance goals within the Region pertaining to growth, profitability and quality.

Achieves area’s service & operations, sales, expense, and profit performance. Monitors area and branch effectiveness and progress towards service, sales, and other goals through financial and activity reports; Identifies gaps in performance and developing appropriate plans to improve performance when needed; Ensuring consistent execution of the Client Engagement Model.

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.

Bachelor’s degree or equivalent education and related training

Five years of financial services experience

3+ years of leadership experience managing group locations and leaders

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

Preferred Qualifications:

Two years of commercial banking experience

Completion or enrollment in an established management or career development program

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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