The Ultimate Truist Financial Employee Handbook Example: Your Complete Guide to Policies & Benefits

Are you a new Truist Financial employee or simply looking to understand the company’s policies, benefits, and professional development opportunities? The “Truist Financial Employee Handbook Example” is an essential resource that covers everything you need to know to succeed within the company. In this comprehensive guide, we will explore the key policies, benefits, and opportunities provided by Truist Financial, helping you navigate your career and make the most of your time at the company.

Key Takeaways

  • The Truist Financial Employee Handbook provides a comprehensive overview of the company’s policies, benefits, and professional development opportunities.
  • The handbook outlines key policies including Code of Conduct, Anti-Discrimination Policy and Harassment Policy to ensure employees are equipped to create a positive work environment.
  • It also offers employee benefits such as health insurance plans & wellness programs. Retirement plans & financial planning resources. Time off & leave policies, professional development opportunities, flexible working arrangements and employee assistance programs for work-life balance.

Employee Handbook Examples

Exploring employee handbook examples can provide valuable insights into crafting comprehensive and effective guides for your organization. By studying various employee handbook examples, businesses can identify best practices, tailor policies to their unique needs, and ensure clarity in communication. These examples serve as templates for outlining company values, code of conduct, and essential policies that foster a positive workplace culture. Examining diverse employee handbook examples also helps in understanding how different industries address common challenges and compliance requirements. Leveraging these resources can streamline the process of creating a well-structured and informative handbook that aligns with your company’s goals and values.

Understanding Truist Financial’s Employee Handbook

The Truist Financial Employee Handbook serves as a valuable resource for employees to familiarize themselves with the company’s policies and benefits. It outlines the company’s:

  • Code of conduct
  • Anti-discrimination and harassment policies
  • Workplace safety guidelines
  • Employee benefits
  • Professional development opportunities
  • How to access and utilize the Employee Handbook

Companies like Truist Financial rely on well-informed workforces to ensure smooth operations and maintain a positive work environment.

Handling employees’ personal information is an integral part of Truist Financial’s operations, as it helps the company fulfill requested products and services, service policies, and ascertain eligibility for other products and services. Truist may continue to share information about clients with its affiliates, even if the client requests not to share, as mandated or allowed by law. To limit the sharing of their information within Truist, clients can contact their local McGriff agency or the Service Center at 1-800-228-1820. McGriff does not divulge information regarding clients to third parties, except as necessitated or allowed by law.

The Ultimate Truist Financial Employee Handbook Example: Your Complete Guide to Policies & Benefits

Key Policies in Truist Financial’s Employee Handbook


Awareness of key policies outlined in Truist Financial’s Employee Handbook equips employees to perform their jobs effectively and maintain a positive work environment. This part details the company’s:

  • Code of conduct
  • Anti-discrimination policy
  • Harassment policy
  • Workplace safety policy

Code of Conduct

The code of conduct at Truist Financial includes the following guidelines for employee behavior:

  • Maintaining high ethical standards
  • Abstaining from compromising values
  • Acting with integrity
  • Adhering to policies and procedures
  • Complying with laws and regulations

These guidelines outline the company’s responsible ethical standards and expectations for employee behavior.

Truist Financial adheres to its Code of Ethics to help employees meet these expectations. The code guides employees in their decision-making and outlines the expected behavior for individuals and teams. The code of conduct addresses ethical dilemmas by:

  • Upholding high ethical standards
  • Promptly identifying and resolving any ethical issues
  • Reporting any violations or suspected violations of the code, laws, regulations, or company policies.

Anti-Discrimination and Harassment

Truist Financial is committed to maintaining a diverse and inclusive workplace free from discrimination and harassment. The company’s teammate handbook and code of ethics detail its policy on anti-discrimination and harassment, which guarantees fair and respectful treatment for all employees.

Beyond these policies, Truist Financial actively promotes diversity, equity, and inclusion through diverse initiatives and commitments. These efforts include:

  • Implementing a Diversity Recruiting Strategy to attract top diverse talent
  • Providing leadership certification, internships, and financial support
  • Having a dedicated Chief Diversity, Equity, and Inclusion Officer who leads the Diversity, Equity, and Inclusion Office and oversees company-wide initiatives.

Workplace Safety

Workplace safety is a top priority at Truist Financial, and the company has implemented policies and procedures to ensure a secure and healthy work environment for its employees. Truist Financial has established physical, electronic, and procedural safeguards that meet federal guidelines to protect consumer information, as well as the safety of their personnel.

The company’s workplace safety policies encompass:

  • Safeguarding the technical and physical integrity of its facilities and systems
  • Adhering to supplier code of conduct guidelines
  • Abiding by environmental, safety, and health regulations

Truist Financial also offers training and resources to employees concerning workplace safety, ensuring that all staff members are well-informed and prepared to maintain a safe work environment.

Employee Benefits at Truist Financial

A person looking at a Truist Financial benefits package

Beyond policies, Truist Financial provides a range of benefits to support employees’ well-being and ensure a fulfilling work experience. This section details the various benefits offered by the company, including health insurance claims, retirement plans, and time off policies.

Health Insurance and Wellness Programs

Truist Financial offers a variety of health insurance plans to meet the diverse needs of its employees. These plans include PPO plans, ACO plans, and HDHP plans, provided by Aetna and BlueCross Blue Shield. By offering comprehensive health coverage options, Truist Financial ensures that employees can select plans that best suit their individual and family needs.

In addition to health insurance, Truist Financial also provides wellness programs to support employees’ overall well-being. These programs include Truist Momentum, a workplace financial wellness program that offers employees checking benefits, educational resources, rewards, and more.

Another program, LifeForce, focuses on mental and physical well-being, providing resources to help employees stay in shape, maintain a healthy lifestyle, and foster positive relationships upon request.

EOG Resources Employee Handbook Example

In the EOG Resources employee handbook example, employees gain valuable insights into the company’s policies and guidelines. The EOG Resources employee handbook example serves as a comprehensive resource, outlining expectations, benefits, and workplace culture. This handbook exemplifies EOG Resources’ commitment to fostering a positive work environment, providing employees with a clear understanding of their roles and responsibilities. From professional conduct to safety protocols, the EOG Resources employee handbook example offers a roadmap for success within the organization.

Retirement Plans and Financial Planning

An image of the Truist Financial employee handbook example, a useful resource for retirement plans and financial planning.

Truist Financial offers a range of retirement plans, supporting employees in achieving their long-term financial goals and effective future planning. The company provides the Truist Financial Corporation Pension Plan and the Truist Financial Corporation 401(k) Savings Plan as retirement options for its employees. Truist Financial also has a 401K match policy, matching $0.25 per $1 on the first 6% of the participant’s deferred compensation.

Truist Financial provides assorted financial planning resources, including:

  • Retirement planning
  • Asset protection
  • Generating income in retirement
  • Creating and managing financial plans
  • Reviewing investments
  • Saving for education

Truist Premier Banking offers a comprehensive financial planning experience.

Time Off and Leave Policies

To support employees in maintaining a healthy work-life balance, Truist Financial offers a range of time off and leave policies. These policies include:

  • Vacation time
  • Paid holidays
  • Personal days
  • Sick leave

At Truist Financial, full-time employees can accrue paid time off based on hours worked, with non-exempt employees accruing one hour of paid time off for every 30 hours worked, up to a maximum of 80 hours. Additionally, Truist Financial offers up to 20 days of paid time off for jury duty.

Truist Financial also supports employees during significant life events, such as the birth or adoption of a child. The company provides 12 weeks of paid maternity leave and 6 weeks of paid paternity leave, allowing employees to bond with their new family members without the stress of financial strain.

Professional Development Opportunities

A group of people in a training session discussing professional development opportunities

Truist Financial is committed to fostering an environment of growth and development for its employees. This section provides information about the professional development opportunities at Truist Financial, including training programs, workshops, and career advancement options.

Training Programs and Workshops

To help employees enhance their skills and knowledge, Truist Financial offers a range of training programs and workshops. Some of these programs include:

  • Truist Momentum: a workplace financial wellness program that provides employees with checking benefits, educational resources, rewards, and more.
  • Truist Leadership Institute: offers leadership development opportunities.
  • Training in areas like customer service, sales and marketing, and financial literacy.

Along with in-house training programs, Truist Financial supports organizations and initiatives aimed at career progression for disadvantaged workers. For example, they provide grants to organizations like STRIVE to offer job training programs, further demonstrating their commitment to professional development and social responsibility.

Career Advancement Opportunities

At Truist Financial, employees have ample opportunities for career advancement. The company provides various professional development paths, such as financial planning, supplemental retirement plans, and equity concentration risk management. In addition, Truist Financial invests in organizations and initiatives that help disadvantaged workers progress in their careers, promoting growth and development across the workforce.

Popular job roles within Truist Financial include:

  • Universal Banker
  • Wealth Advisor
  • Branch Leader
  • Financial Advisor
  • Financial Crimes Analyst
  • Underwriter
  • Teller
  • Investment Banking Analyst
  • Data Scientist
  • Scrum Master

By offering a variety of roles and career paths, Truist Financial allows employees to explore their interests and develop their skills in a supportive and dynamic environment.

Maintaining a Positive Work-Life Balance

A person taking a break from work and enjoying a cup of coffee

Achieving a healthy work-life balance is essential for employees to thrive both personally and professionally. This section explains how Truist Financial fosters a positive work-life balance for its employees with flexible work arrangements and employee assistance programs.

Flexible Work Arrangements

To accommodate employees’ diverse needs and lifestyles, Truist Financial offers a range of flexible work arrangements, including:

  • Flexible schedules
  • Part-time positions
  • Temporary assignments
  • Freelance opportunities
  • Remote work options

These options allow employees to find a work schedule that suits their personal needs while maintaining a productive and fulfilling career at Truist Financial.

In addition to offering various work options, Truist Financial also provides a work from home policy that enables employees to work remotely, access their offices remotely, or utilize a pre-approved coworking space. This policy includes assistance programs for child care needs, ensuring that employees can effectively balance their personal and professional lives.

Employee Assistance Programs

Truist Financial recognizes that employees may face personal and professional challenges, and the company offers a variety of employee assistance programs to provide support and resources in these situations. These programs include:

  • Financial planning
  • Supplemental retirement plans
  • Equity concentration risk management
  • Time off programs
  • Financial well-being programs
  • Mental well-being support
  • Life planning services
  • Truist Momentum financial wellness program

One example of mental well-being support provided by Truist Financial is the GuidanceResources program, which offers work/life solutions and qualified specialists to assist employees with various life planning services. By offering these employee assistance programs, Truist Financial demonstrates a commitment to helping employees maintain a healthy work-life balance and overcome obstacles that may affect their mental or emotional well-being.

How to Access and Navigate the Employee Handbook

Having an overview of the Truist Financial Employee Handbook, understanding how to access and navigate this resource is vital. This section provides tips for locating the Employee Handbook and finding specific information and resources within its pages.

Accessing the Handbook

To access Truist Financial’s Employee Handbook, you can visit the Truist Benefits website at The handbook is available in PDF format and can also be downloaded for offline access or printed for your convenience.

The Employee Handbook is accessible on a variety of devices, including mobile phones and tablets, ensuring that you always have access to important company information and resources.

Macy’s Employee Handbook Example

Exploring the Macy’s employee handbook example provides invaluable insights into the company’s values, policies, and expectations. The Macy’s employee handbook example serves as a comprehensive guide, offering employees a clear understanding of their rights, responsibilities, and the overall workplace culture. From dress codes to communication protocols, this handbook exemplifies Macy’s commitment to fostering a positive and inclusive work environment. Delving into the Macy’s employee handbook example not only equips employees with essential information but also reflects the company’s dedication to transparency and employee empowerment.

Navigating the Handbook

Once you have accessed the Employee Handbook, it’s important to know how to navigate its contents effectively. The handbook includes a search function that allows you to locate specific policies, benefits, and resources by typing in keywords or phrases. This feature makes it easy to find the information you need quickly and efficiently.

In addition to using the search function, you can also explore the different sections of the Truist Benefits website to find additional resources and information. By taking the time to familiarize yourself with the Employee Handbook and the Truist Benefits website, you can ensure that you are well-informed about the policies, benefits, and opportunities available to you as a Truist Financial employee.


In conclusion, the Truist Financial Employee Handbook is an indispensable resource for employees looking to understand the company’s policies, benefits, and professional development opportunities. With detailed information on key policies, a range of employee benefits, and numerous professional development programs, the handbook provides a comprehensive guide to help you succeed in your career at Truist Financial. By familiarizing yourself with the handbook and taking advantage of the support and resources offered, you can achieve a fulfilling and rewarding career at Truist Financial.

Frequently Asked Questions

What is the Truist employee stock plan?

The Truist employee stock plan is an Employee Stock Purchase Plan (ESPP) allowing employees to purchase Truist stock at a 15% discount and up to $25,000 each year, financed and supported by the company. The shares are also awarded equitably based on salary, seniority or performance.

What is the code of conduct for Truist Bank?

At Truist Bank, we strive to foster an environment of inclusivity and respect, free from bullying, harassment, abuse, or discrimination. We live our core values of trustworthiness, caring, one team, success, and happiness, upholding ethical standards to ensure principled business conduct.

How many employees does Truist Financial have?

Truist Financial Corporation had 55,126 employees as of December 31, 2022.

What is truist momentum?

Truist Momentum provides you with the knowledge and resources needed to plan for your financial future based on your values. It can help you prioritize, plan, and progress towards financial confidence.

Where can I find the Truist Financial Employee Handbook?

Visit the Truist Benefits website at to access the Truist Financial Employee Handbook.

Important Disclaimer:

The article presented here does not serve as a representation of the company’s actual employee handbook mentioned in this article.

Our discussions and insights regarding employee handbook are based on assumptions about what may be considered significant in this companies’ policies. These assumptions are drawn from available information and industry knowledge. Readers are advised that the content provided is for informational purposes only and should not be construed as an exact reflection of any company’s official policies or procedures. For precise and accurate details regarding a company’s employee handbook, individuals should refer directly to the company’s official documentation or consult with appropriate representatives.

Please be aware that the content on this page has been generated by using artificial intelligence language models and may contain errors, inconsistencies, or outdated information. It is provided as-is without any warranties or guarantees of accuracy. We strongly recommend using this content as a starting point for further research. We disclaim any liability for damages or losses resulting from the use or reliance on this content.

Tehsin Bhayani

AirMason was born when Tehsin was trying to create a digital culture book, but couldn’t find any solutions in the market that had all the features he needed. In 2016, AirMason officially launched. In five years, AirMason has created thousands of handbooks for more than 1,000 clients around the world.

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