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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in workplace banking sales, including building and managing a prospect pipeline, conducting needs-based sales conversations, and executing territory plans. Proficient in developing relationships with employer decision-makers and delivering financial wellness solutions while adhering to regulatory requirements.
Highest-signal resume keywords
Workplace Banking SalesProspect Pipeline DevelopmentRelationship ManagementConsumer Banking SolutionsTerritory Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Results OwnershipNeeds-Based Sales ConversationsAccount OpeningClient AcquisitionRevenue Goals AchievementMarket Data AnalysisRisk Control ComplianceReferral PracticesFinancial Wellness SolutionsEvent Coordination
Soft Skills
Relationship BuildingPresentation SkillsFollow-Up SkillsTerritory ManagementInfluencing Skills
Tools & Technologies
Sales Management ToolsRelationship Management ToolsReporting Tools
Industry Keywords
BankingFinancial ServicesBusiness DevelopmentEmployer EngagementCross-Functional Collaboration
About the role
Key responsibilities & impact- Own workplace banking sales results within a defined geography, acquiring new households, deposits, and qualified referrals
- Develop and manage a prospect pipeline of employers and employee groups
- Conduct needs-based sales conversations and connect employees with consumer banking, lending, deposit, digital, and financial wellness solutions
- Partner with Commercial, Wholesale, Small Business, Branch Banking, Premier, Mortgage, Wealth, and other One Team partners
- Create joint calling plans, employer value propositions, and activation strategies
- Lead employer presentations, benefit discussions, enrollment events, financial wellness sessions, office hours, and targeted campaigns
- Build relationships with employer decision-makers, benefits leaders, and key contacts
- Plan and execute onsite and virtual workplace banking events
- Guide new clients through account opening, onboarding, and connection to appropriate Truist specialists
- Develop recurring engagement plans to increase participation, conversion, and household penetration
- Coordinate event staffing, appointment scheduling, account-opening support, and warm handoffs
- Develop and execute territory plans
- Maintain pipeline, activity, referral, and outcome reporting in designated sales and relationship management tools
- Use market, employer, and performance data to improve conversion and adjust sales tactics
- Execute sales activities according to policies, risk controls, and regulatory requirements
Requirements
What you’ll need- 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
- English language fluency required
- Must not require visa sponsorship or employment authorization support
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment
- 10 sick days
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)