Workplace Banking Team Leader

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

If located in a Truist hub city location, the work style will be: In Office (5 days/week).

The Workplace Banking Team Leader leads a team of approximately 15 geography-aligned Workplace Banking Relationship Bankers responsible for acquiring new consumer households by connecting employees of businesses-from small businesses to large corporations-with relevant consumer banking solutions. The leader establishes sales direction, translates enterprise priorities into market-level execution, and creates a high-accountability performance culture through disciplined coaching, pipeline management, and field leadership. This role builds strong partnerships with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to identify employer opportunities, align resources, and deliver measurable household, deposit, referral, and relationship growth while maintaining strong client experience, operational, and risk 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.

Key Responsibilities

Team Leadership & Sales Performance

• Lead, engage, and develop a team of approximately 15 Workplace Banking Relationship Bankers aligned to defined geographies, with accountability for team sales results and execution.
• Establish clear expectations and performance routines tied to new consumer households, deposits, qualified referrals, employer activations, conversion, and client experience.
• Provide consistent field coaching, observation, feedback, and skill development to strengthen prospecting, partner engagement, employer presentations, needs-based conversations, and follow-through.
• Build a high-performing, inclusive, and accountable team culture that recognizes results, addresses performance gaps, and supports teammate growth and retention.

One Team Leadership & Employer Opportunity Development

• Build trusted relationships with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to create a consistent pipeline of employers with strong workplace banking potential.
• Establish joint market priorities, calling strategies, partner routines, and accountability for employer introductions, activation plans, employee engagement, and results.
• Represent Workplace Banking in market and line-of-business forums, clearly articulating the value proposition, opportunity pipeline, resource needs, and performance outcomes.
• Resolve partnership barriers, clarify roles, and ensure bankers and referring partners deliver coordinated, timely follow-through on employee consumer banking opportunities.

Market Strategy, Community Presence & Employer Activation

• Develop and execute a market strategy that aligns banker coverage, employer priorities, community engagement, and partner relationships to the areas of greatest consumer household growth potential.
• Guide the team in cultivating community relationships and maintaining a visible local market presence that generates employer introductions and expands the prospect pipeline.
• Ensure priority employers have effective launch, enrollment, event, financial wellness, office-hour, and recurring engagement plans that drive participation and conversion.
• Participate selectively in strategic employer meetings, community activities, and major activations to strengthen relationships, model effective sales behaviors, and accelerate opportunities.

Branch Alignment & One Team Execution

• Partner with Branch Banking leaders to align banker territories, employer opportunities, event support, appointment capacity, and market priorities.
• Create clear operating routines for shared calendars, event staffing, appointment scheduling, account-opening support, warm handoffs, referrals, and new-client onboarding.
• Promote reciprocal referral behaviors across Branch Banking, Premier, Small Business, Mortgage, Wealth, and other One Team partners based on identified client needs.
• Monitor execution quality and remove obstacles to ensure employees experience a seamless transition from workplace introduction through account opening and relationship deepening.

Performance Management, Operational Discipline & Risk

• Establish disciplined team routines for territory planning, pipeline reviews, activity management, forecasting, performance reporting, and follow-up.
• Use banker, market, employer, activity, and conversion data to identify trends, focus resources, replicate effective practices, and improve results.
• Oversee staffing, territory coverage, scheduling, talent selection, onboarding, and capacity decisions to support market opportunity and business continuity.
• Ensure the team consistently follows applicable policies, procedures, sales practices, operational controls, and regulatory requirements; identify and address risk or execution gaps promptly.

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.

Required Qualifications:

• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field; equivalent education and experience considered.
• 8+ years of progressive experience in banking, financial services sales, business development, relationship management, workplace banking, or a related field, including demonstrated people leadership experience.
• Proven success leading a sales team to achieve measurable client acquisition, deposit, referral, conversion, and revenue goals across multiple markets or defined geographies.
• Demonstrated ability to coach sales behaviors, manage performance, develop talent, lead through change, and build an accountable and engaged team culture.
• Strong ability to influence and execute through partnership with Commercial, Wholesale, Small Business, Branch Banking, and other senior cross-functional stakeholders.
• Strong strategic planning, communication, presentation, analytics, pipeline management, problem-solving, and execution skills.
• Knowledge of consumer banking solutions, sales practices, account opening, referral management, operational controls, and applicable risk and regulatory requirements.
• Ability to travel regularly across assigned markets and work a flexible schedule to support field coaching, employer events, partner engagement, and team leadership.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truistoffers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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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