Truist · 5 months ago
Retail Region Leader- CPA
Lancaster, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist is a financial services company seeking a Retail Region Leader to oversee the performance of a large Retail Community team. This role focuses on enhancing sales productivity and client service while fostering a culture that promotes superior client experiences and operational excellence.
BankingFinanceFinancial Services
Responsibilities
Responsible for leading and instilling the purpose, mission and values within Regions’ retail and small business teams
Responsible for the overall performance and readiness of retail and small business teams with a focus on key productivity and growth drivers which result in superior sales, service and operations
Establishes consistent and purposeful communication, fostering a workplace culture that enables teammates to deliver superior client experience. Leads, coaches and manages teams to exceed performance standards
Responsible for ensuring balanced financial performance of Region and its assigned branch teams. (Assign appropriate levels of financial performance for each of the branches within the Region.)
Manages key productivity and growth drivers with a focus on driving superior sales, service and operations through the consistent execution of core processes and established routines
Manages the efficiency of Region’s retail distribution system through involvement with profit planning (revenue enhancement and expense control), 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
Collaborates with Region President and Market Presidents and key partners to deliver the community bank model via a one team approach. Supports community growth and business growth across the teams
Responsible for ensuring internal controls are maintained with a proper emphasis on operational risks
Responsible for the effective management of branch resources, including hiring, on-boarding, engagement, development and retention
Responsible for the appropriate oversight of expenses and management of all operational, compliance, and risk activities
Qualification
Required
Bachelor's degree or equivalent education and related training
Ten years of financial services experience
Three years of leadership experience
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 across large geographies/potentially multi-state
Previous sales management experience in a financial services environment
Preferred
Master's degree in Business, Accounting, Finance or Banking, or equivalent experience
Two years of commercial banking experience
Completion or enrollment in an established management or career development program
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Company data provided by crunchbase