Workplace Banking Team Leader

Truist•Charlotte, NC

About The Position

The Workplace Banking Team Leader leads approximately 15 geography-aligned Workplace Banking Relationship Bankers who acquire new consumer households by connecting employees of businesses, from small businesses to large corporations, with relevant consumer banking solutions. The leader sets sales direction, translates enterprise priorities into market-level execution, and builds a high-accountability performance culture through coaching, pipeline management, and field leadership. The role develops partnerships with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to identify employer opportunities, align resources, and grow households, deposits, referrals, and relationships while maintaining client experience, operational, and risk standards. The position also develops market strategy, guides employer activations and community engagement, aligns branch execution, manages team performance and staffing, and ensures compliance with applicable policies and regulations.

Requirements

Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field; equivalent education and experience are considered.
At least 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 partnerships 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.
English fluency is required.
Truist will not sponsor work visa status or employment authorization and will not provide immigration-related support for this position.

Responsibilities

Lead, engage, and develop a team of approximately 15 geography-aligned Workplace Banking Relationship Bankers and deliver team sales results.
Set performance expectations and routines for new consumer households, deposits, qualified referrals, employer activations, conversion, and client experience.
Coach bankers through field observation, feedback, and skill development in prospecting, partner engagement, employer presentations, needs-based conversations, and follow-through.
Build an inclusive, accountable, high-performing team culture that supports results, development, and retention.
Build partnerships with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to develop a pipeline of employer opportunities.
Set joint market priorities, calling strategies, partner routines, and accountability for employer introductions, activation plans, employee engagement, and results.
Represent Workplace Banking in market and business forums, communicating its value proposition, pipeline, resource needs, and performance outcomes.
Resolve partnership barriers and coordinate timely follow-through on employee consumer banking opportunities.
Develop and execute market strategy for banker coverage, employer priorities, community engagement, and partner relationships.
Guide community relationship-building and local market presence to generate employer introductions and expand the prospect pipeline.
Ensure priority employers have launch, enrollment, event, financial wellness, office-hour, and recurring engagement plans that drive participation and conversion.
Participate in strategic employer meetings, community activities, and major activations to strengthen relationships and model effective sales behaviors.
Partner with Branch Banking leaders to align territories, employer opportunities, event support, appointment capacity, and market priorities.
Establish shared operating routines for calendars, event staffing, appointments, account-opening support, warm handoffs, referrals, and onboarding.
Promote reciprocal referrals across Branch Banking, Premier, Small Business, Mortgage, Wealth, and other One Team partners based on client needs.
Monitor execution and remove obstacles to ensure a seamless employee transition from workplace introduction through account opening and relationship deepening.
Establish 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.
Ensure the team follows applicable policies, procedures, sales practices, operational controls, and regulatory requirements; promptly address risk or execution gaps.
Travel regularly across assigned markets and work a flexible schedule to support field coaching, employer events, partner engagement, and team leadership.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation in the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan