Business Connect Advisor

Jobtailor; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

Truist is seeking an experienced Commercial Banking advisor in a remote delivery environment to manage complex depository, treasury, lending, and wealth relationships. You will build relationships with clients and prospects, delivering tailored solutions and high-touch service.

You will partner with teammates to drive revenue growth, conduct strategic reviews, and translate opportunities into Truist products. Strong communication, risk awareness, and a client-first mindset are essential.

Qualifications

• Bachelor’s degree or equivalent in financial services education, training, and work-related experience
• Four or more years of Commercial Banking sales experience with a track record of results
• Knowledge of business banking products, lending, cash cycle, sales process, and market trends
• Strong relationship-building and negotiation skills with clients, management and partners
• Excellent verbal and written communication skills
• Proficiency with MS Office and virtual connectivity software
• Ability to comply with operational, risk, and credit requirements
• English language fluency required
• Preferred: Accounting/Finance degree
• Preferred: Credit or cash cycle training courses

Responsibilities

• Advise commercial bank clients with complex depository/treasury, lending, and wealth relationships
• Build relationships and conduct advising conversations with complex clients and prospects
• Partner with Integrated Relationship Management teammates to deliver tailored solutions
• Identify opportunities through value-added lifecycle conversations
• Translate opportunities into Truist products and solutions
• Deliver strategic business reviews that drive revenue growth and client service
• Manage product pipelines including deposits, loans, and fee-based services
• Maintain expertise on Truist capabilities and market trends
• Mentor teammates as requested
• Adapt to technology enhancements and advise clients on digital solutions

Skills

Relationship-building

Negotiation

Communication

Microsoft Office

Problem Solving

Business Acumen

English fluency

Education

Bachelor’s degree or equivalent in financial services

Preferred: Accounting or Finance degree

Tools

Microsoft Office

Virtual Connectivity Software

Job description

• Advise a pool of Commercial Community Bank clients with complex depository/treasury, lending, and wealth relationships through a virtual delivery environment
• Build relationships and conduct advising conversations with complex clients and prospects
• Partner with Integrated Relationship Management teammates to deliver tailored solutions and exemplary service
• Identify opportunities through value-added lifecycle conversations
• Translate opportunities into actionable Truist products and solutions
• Use networks and contacts to identify and engage prospects and convey Truist’s value proposition
• Deliver strategic business reviews that drive revenue growth, retention, and exceptional client service
• Conduct pre-call planning, advising, and follow-up
• Process complex transactions involving multilayered business structures, deposit and treasury needs, and intricate lending structures
• Manage product and solution opportunity pipelines through fulfillment, including deposits, loans, and fee-based services
• Maintain subject matter expertise on Truist capabilities, solutions, and industry/market trends
• Participate as an individual producer within a Business Connect Squad
• Mentor and guide teammates as requested
• Adapt to technology enhancements and advise clients on new digital solutions
• Escalate concerns promptly
• Meet or exceed designated performance metrics

Requirements

• Bachelor’s degree or equivalent financial services education, training, and work-related experience
• Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results
• General knowledge of business banking products, lending, cash cycle, sales process, and current market/industry/business knowledge
• Relationship-building and negotiation skills with clients, management, and partners
• Excellent verbal and written communication skills
• Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
• Proficiency in business acumen, interpersonal savvy, priority setting, dealing with complex interactions, and problem solving
• English language fluency required
• Ability to comply with operational, risk, and credit requirements
• Preferred: Bachelor’s degree in Accounting, Finance or related field
• Preferred: Completion of a credit training course or cash cycle training course

Core Competencies

Demonstrates expertise in Commercial Banking, including complex depository, treasury, and lending solutions, while effectively building relationships and driving revenue growth through strategic advising and tailored client service.

Highest-signal resume keywords

• Commercial Banking Sales Experience
• Relationship-Building Skills
• Business Acumen
• Excellent Communication Skills
• Proficiency in Microsoft Office

ATS Optimization Keywords

Hard Skills

• Business Banking Products
• Lending Knowledge
• Cash Cycle Understanding
• Sales Process Expertise
• Complex Transaction Processing

Soft Skills

• Negotiation Skills
• Interpersonal Savvy
• Problem Solving
• Priority Setting

Certifications & Qualifications

• Credit Training Course
• Cash Cycle Training Course

Industry Keywords

• Depository Solutions
• Treasury Management
• Wealth Management
• Client Service
• Revenue Growth

Tools & Technologies

• Virtual Connectivity Software