Workplace Relationship Banker

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

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.

• 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.

• 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.

• 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…