Workplace Banking Team Leader

Truist Bank•Charlotte, NC

2d•Onsite

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 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 partners with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to identify employer opportunities and deliver household, deposit, referral, and relationship growth while maintaining client experience, operational, and risk standards. The leader develops market strategies, strengthens employer and community relationships, and guides employer launches and ongoing employee engagement. The role also aligns branch and workplace banking activity, manages team performance and operating routines, makes staffing and coverage decisions, and ensures compliance with applicable policies, procedures, sales practices, controls, and regulatory requirements. Regular travel across assigned markets and a flexible schedule are required. For this opportunity, Truist will not sponsor work visas or provide immigration-related support. In Truist hub city locations, the work style is in-office five days per week.

Requirements

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

Responsibilities

Lead, engage, and develop approximately 15 geography-aligned Workplace Banking Relationship Bankers; own team sales results and execution.
Set expectations and performance routines for new consumer households, deposits, qualified referrals, employer activations, conversion, and client experience.
Coach bankers in the field through 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 recognizes results, addresses performance gaps, and supports teammate growth and retention.
Build partnerships with Commercial, Wholesale, Small Business, Branch Banking, and other One Team leaders to develop a pipeline of potential workplace banking employers.
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 line-of-business forums, communicating the value proposition, pipeline, resource needs, and outcomes.
Resolve partnership barriers, clarify roles, and coordinate timely follow-through on employee consumer banking opportunities.
Develop and execute a market strategy aligned to banker coverage, employer priorities, community engagement, and growth potential.
Guide community relationship development 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 selected strategic employer meetings, community activities, and major activations to strengthen relationships, model sales behaviors, and accelerate opportunities.
Partner with Branch Banking leaders to align territories, employer opportunities, event support, appointment capacity, and market priorities.
Establish operating routines for shared calendars, event staffing, appointment scheduling, 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 so employees experience a seamless 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 adherence to 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 during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division