Truist · 2 hours ago
Workplace Banking & Financial Empowerment Leader II
Philadelphia, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist is focused on providing financial services and empowering underserved communities. The role involves leading business development efforts in Workplace Banking and Financial Empowerment to grow retail households, particularly among unbanked and underbanked populations through strategic partnerships and sales activities.
BankingFinanceFinancial Services
Responsibilities
Serve as primary business development officer for Workplace Banking and Financial Empowerment segment in assigned territory. Responsible for growing underserved (unbanked and underbanked) retail households through business to business to consumer sales efforts and meeting program targets; Also Serve as a key leader in developing and leading larger footprint wide Emerging Markets relationships focused on retail household growth
Develop a business pipeline and conduct regular pre-planned sales calls with key decision makers in defined segment to create strategic partnerships through strong relationship management with places of business, organizations and non-profits utilizing the Bank's sales processes and strategies
Execute on daily business development activities that meet behavior, sales and retention goals including effective delivery of complex marketing/group sales presentations to key consumer segment groups via strategic relationships with businesses, organizations and non-profits
Develop and facilitate product account opening sessions utilizing digital and branch channels, and promote financial wellness resources for key consumer segment clients
Prioritize calling efforts to achieve maximum results in alignment with organizational objectives, including prospecting and market development
Responsible for continued support and reinforcement of bank strategies toward improving client service quality
Maintain comprehensive knowledge of the Emerging Markets segments, retail banking, operational procedures and competitive programs and products in local markets
Partner to build internal reciprocal referral partnerships, deepen client relationships and increase penetration in CIG, Middle Market and Commercial client portfolios
Work with Retail Community Bank Leadership partners to provide sales support, joint sales calling, and, as appropriate, and local training
Actively engage in segment specific networking within local assigned territory to develop key strategic partnerships, representing the Bank through community and group/association involvement to develop contacts for potential business
Proactively cultivate Centers of Influence, such as non-profit organizations/associations, Chamber of Commerce and other appropriate groups to keep an active source of referrals
Qualification
Required
Bachelor's degree in Business or a relevant field, or equivalent work experience, including 10 years of demonstrated consistent performance in sales within financial services industry
Excellent sales/business development skills and presentation/communication skills
Strong understanding of a broad range of financial concepts, and an advanced working knowledge of retail banking strategy
Excellent written, verbal, problem solving, and analytical skills, as well as interpersonal and relationship management skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products and Salesforce
Preferred
15+ years of demonstrated consistent performance in sales/business development
Ability to speak fluent Spanish (or, other local language)
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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