Workplace Relationship Banker

Location: Charlotte, NC

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status).

Position location is open to office locations within Truist's footprint.

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


The Workplace Banking Relationship Banker is a dedicated, geography-aligned sales professional responsible for acquiring new consumer households by connecting employees of businesses—from small businesses to large corporations—with relevant consumer banking solutions through coordinated One Team partnerships. The banker works closely with Commercial, Wholesale, and Small Business bankers to identify workplace banking opportunities within their assigned geography, convert employee populations into new consumer client relationships, and deepen connections across Truist. They also partner with local branch teams and other One Team partners to build a strong prospect pipeline, execute onsite and virtual acquisition activities, and deliver measurable household, deposit, referral, and relationship growth.

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

Geographic Sales Ownership & Household Acquisition

• Own workplace banking sales results within a defined geography, with primary accountability for acquiring new households, deposits, and qualified referrals.

• Develop and actively manage a disciplined prospect pipeline of employers, and employee groups by cultivating community relationships, maintaining a visible presence in the local market, and progressing opportunities from identification through activation and conversion.

• Conduct needs-based sales conversations and connect employees with appropriate consumer banking, lending, deposit, digital, and financial wellness solutions.

• Meet or exceed established activity, conversion, household, deposit, and referral goals while maintaining strong risk and client experience standards.

Workplace Banking Sales & One Team Partnership

• Partner proactively with Commercial, Wholesale, and Small Business bankers to identify employer relationships and client organizations with strong workplace banking potential.

• Create joint calling plans, employer value propositions, and activation strategies that complement the lead banker’s broader relationship objectives.

• Lead employer presentations, benefit discussions, enrollment events, and ongoing engagement activities that generate new client conversations and account openings.

• Maintain consistent communication with referring partners, provide visibility into pipeline and results, and ensure seamless follow-through on employee consumer banking opportunities.

Employer Activation & Client Engagement

• Build trusted relationships with employer decision-makers, benefits leaders, and key contacts to secure access to employee populations and sustain ongoing engagement.

• Plan and execute onsite and virtual workplace banking events, financial wellness sessions, office hours, and targeted campaigns that create sales opportunities.

• Provide timely, consultative follow-up to prospects and guide new clients through account opening, onboarding, and connection to the appropriate Truist specialist.

• Develop recurring engagement plans for priority employers to increase participation, improve conversion, and expand household penetration over time.

Local Branch & One Team Sales Execution

• Partner with branch leaders and bankers across the assigned geography to align employer opportunities with local capacity, expertise, and market priorities.

• Coordinate event staffing, appointment scheduling, account-opening support, and warm handoffs so prospects receive a seamless experience from workplace introduction through onboarding.

• Generate and receive referrals across Branch Banking, Premier, Small Business, Mortgage, Wealth, and other One Team partners based on identified client needs.

• Share employer calendars, pipeline priorities, and results with local teams to drive coordinated follow-up, accountability, and relationship deepening.

Sales Planning, Performance & Market Discipline

• Develop and execute a territory plan that prioritizes the employers, partner relationships, branch teams, and activities most likely to produce new household growth.

• Maintain accurate and timely pipeline, activity, referral, and outcome reporting in designated sales and relationship management tools.

• Use market, employer, and performance data to focus calling efforts, improve conversion, and adjust sales tactics.

• Execute all sales activities in accordance with applicable policies, procedures, risk controls, and regulatory requirements while delivering a differentiated client experience.

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:

Education & Experience

• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field; equivalent education and experience considered.

• 5+ years of experience in banking, financial services sales, business development, relationship management, workplace banking, or a related field.

• Demonstrated success building a prospect pipeline, conducting needs-based sales conversations, and achieving measurable client acquisition or revenue goals.

• Proven ability to influence and execute through partnership with Commercial, Wholesale, Small Business, Branch Banking, and other cross-functional teams.

• Strong relationship-building, presentation, prospecting, follow-up, and territory-management skills.

• Knowledge of consumer banking solutions, including deposit, lending, digital, and financial wellness offerings, as well as account opening, referral practices, and applicable risk and regulatory requirements.

• Ability to travel regularly within the assigned geography and work a flexible schedule to support employer events and client engagement activities.

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. Truist offers 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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