Retail Area Leader Ii - West Piedmont jobs at Truist in United States, Charlottesville
Truist Retail Area Leader II - West Piedmont United States, Virginia, Charlottesville
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
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.
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.
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
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Truist Universal Banker - FLOAT West Piedmont Area United States, Virginia, Charlottesville
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Regular or Temporary:
English (Required)
1st shift (United States of America)Float Universal Bankers will be required to travel to multiple branches as assigned by the Area Leader and/or Branch Leader
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities as needed.
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.
1. Provides a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.
2. Educates clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. Commits to advancing knowledge to better serve clients by completing applicable training classes and web-based learning.
6. Adheres to internal controls, operational procedures, and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
7. Serves as point of contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the appropriate teammate.
8. Float Universal Bankers will be assigned to a home branch but will be scheduled to support multiple branches within their designated coverage Area. Schedules will be provided in advance but may change based on staffing needs. Float teammates will receive direction from the Branch Leader of the location they are working in on any designated day/week.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.
1. High school diploma or equivalent education
2. Proven and consistent proficiency in teller or cash handling or client service skills
3. Good interpersonal and communication skills, including a desire to interact with clients and prospects
4. Ability to use office equipment and perform basic mathematical functions
5. Willing and able to follow written and verbal instructions and work under established guidelines
6. Demonstrated ability to deliver excellent client service and provide team support
7. Availability to work Saturdays and/or extended hours
Preferred Qualifications:
1. Demonstrated ability to uncover referral opportunities
2. Knowledge of advanced or complex branch transactions
3. Demonstrated ability to handle multiple priorities under time constraints
4. General understanding of bank operations, policies, and procedures
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Truist Retail Region Leader - West United States, Virginia, Charlottesville
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Regular or Temporary:
English (Required)
1st shift (United States of America)This position supports effective day-to-day Truist Learning operations and is primarily responsible for processing and managing registration records, logistical arrangements, and communications with clients and internal staff to ensure program success. This person will possess the ability to take initiative to complete complex tasks and projects quickly and autonomously, react with appropriate urgency to situations that require a quick turnaround, switch gears at a moment's notice, and react quickly without direction or guidance.
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.
1. Schedule in-person and virtually led training classes. This includes room reservations, setting up virtual meetings, sending meeting requests, ordering catering, and adding classes in LMS.
2. Communicate between participants, instructors, site contacts and, if needed, vendors to ensure all learning sessions are setup as required.
3. Craft logistics proposal for new learning programs while ensuring adherence to set standards and guidelines.
4. Oversee course enrollment and scheduling. Determine when offerings should be canceled or rescheduled and manage cancelation fee collection program to include GL processing.
5. Manage training facilities to include site set-up, break-down and inspections throughout the footprint.
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.
1. BA/BS degree
2. Three years of experience in logistics role or related field
3. Experience with virtual meeting software (e.g. Adobe Connect, WebEx) and MS Office to include Excel
1. Proficiency with LMS (e.g. SuccessFactors)
2. Knowledge of MS Access or like product
Up to 25 lbs.Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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Truist Retail Mortgage Loan Originator United States, Virginia, Charlottesville
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage
production goals.
2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external
rules and regulations, particularly those established by State and Federal law.
4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as
Truist Mortgage products and their benefits.solutions for deepening client opportunities.
6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined
through quality control or post-closing review.
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.
1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of
residential property types
2. Good organizational, written and verbal communication skills
3. Possesses solid interpersonal and negotiation skills
4. Demonstrated proficiency in relevant computer applications
5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new
or transfer of registration, and applicable NMLS acceptable background check
1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience.
2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations.
3. Previous sales awards and leadership positions.
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Truist Branch Leader - Barracks Rd N United States, Virginia, Charlottesville
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
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.
1. Bachelor’s degree or equivalent education and related training or experience.
2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance
3. One year of previous branch leadership or management experience
4. Strong interpersonal, sales relationship and prioritization skills.
5. Strong written and verbal skills.
6. 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.
7. Ability to inspire, lead and coach others.
1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking
2. Graduate of Internal Leadership Development Programs
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Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
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.
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.
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
These jobs might be a good fit
