Full-Time

Branch Leader

Posted on 11/26/2024

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Mid

Louisville, KY, USA

Category
Commercial Banking
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Management
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 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.
Responsibilities
  • Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture.
  • Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership.
  • Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling.
  • Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand.
  • Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment.
  • Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships.
  • Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

22%

1 year growth

40%

2 year growth

73%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Collaboration with Orion enhances performance reporting capabilities for RIAs.
  • Digital fixed-income trading launch expands Altruist's service offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Frequent platform updates may increase operational costs and disrupt services.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, attracting cost-conscious RIAs.
  • The platform includes a model marketplace for personalized investment strategies.
  • Altruist provides a vertically-integrated custodian service to streamline RIA operations.

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