Branch Leader I – East CPA Area

Truist

. Manage all aspects of the assigned branch .

Posted 10/27/2026full-timePhoenixville • Pennsylvania • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in branch management, business development, and compliance with operational procedures and risk management policies. Proven ability to lead, coach, and develop teams while fostering strong relationships with small business and mass affluent clients.

Highest-signal resume keywords

Branch ManagementBusiness DevelopmentSmall Business ExpertiseLeadership ExperienceCompliance with SAFE Mortgage Licensing Act

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExpertiseOperational ProceduresRisk Management PoliciesPerformance ReviewsWorkforce SchedulingSales Relationship ManagementInterviewing and HiringDevelopment PlanningDisciplinary ActionsTeller Transactions

Soft Skills

Interpersonal SkillsCoaching SkillsWritten CommunicationVerbal CommunicationPrioritization Skills

Certifications & Qualifications

SAFE Mortgage Licensing Act Compliance

Industry Keywords

Truist Code of EthicsMass Affluent RelationshipsCommunity AffairsIntegrated Relationship ManagementOne Team Culture

About the role

Key responsibilities & impact

Manage all aspects of the assigned branch
Drive branch performance through leading, coaching, managing, and business development
Develop Small Business expertise and growth
Ensure compliance with internal controls, operational procedures, risk management policies, and the Truist Code of Ethics
Manage human capital, including interviewing, selection, hiring, workforce scheduling, performance reviews, ratings, development planning, performance counseling, and disciplinary actions
Promote a positive public image and reinforce Truist’s Purpose, Mission, Values, and culture
Drive branch business development, revenue, team performance, and individual performance
Grow Small Business and Mass Affluent relationships through face-to-face appointments, outbound calling, and prospecting
Participate in civic, government, professional, business, community affairs, associations, and groups to prospect and develop new business
Lead, grow, coach, and motivate teammates through branch engagement routines
Partner with Integrated Relationship Management and Operations teams
Ensure required training is completed by the entire team
Collaborate with line-of-business partners to promote One Team culture
May be cross-trained to assist with teller transactions as needed

Requirements

What you’ll need

Bachelor’s degree or equivalent education and related training or experience
Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
One year of previous branch leadership or management experience
Strong interpersonal, sales relationship and prioritization skills
Strong written and verbal skills
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
Ability to inspire, lead and coach others
English language fluency required
Preferred: Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
Preferred: Graduate of Internal Leadership Development Programs

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
10 sick days, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division
Reasonable accommodation for applicants with disabilities