Retail Region Leader- CPA
Company : Truist
Location : Lancaster, PA, 17601
Posted Date : 29 October 2025
Job Details
Retail Region Leader
The Retail Region Leader is accountable for the overall performance of a geographically-assigned large Retail Community team that delivers on key sales productivity and client service via the area and branch network. Establishes consistent and purposeful communication across all leaders and teams, fostering a workplace culture that enables teammates to deliver superior client experience. Leads and influences leaders and teams to exceed performance standards.
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 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.
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
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 Qualifications:
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
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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