Business Connect Advisor

Truist Financial Corporation; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Business Connect Advisor II to enhance client relationships in a virtual environment. This role involves leveraging expertise to provide exceptional service to Commercial Community Bank clients, guiding them through complex banking solutions. You'll engage with clients, translating their needs into actionable strategies while collaborating with a dynamic team. If you have a passion for building relationships and driving results in banking, this is an exciting opportunity to make a significant impact in a supportive and innovative setting.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Qualifications

• 4+ years of experience in Business or Commercial Banking sales.
• Strong knowledge of business banking products and sales processes.

Responsibilities

• Advise clients on complex banking needs and opportunities.
• Collaborate with teams to deliver tailored banking solutions.

Skills

Communication Skills

Relationship Building

Negotiation Skills

Business Acumen

Problem Solving

Education

Bachelor’s degree or equivalent

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Virtual Connectivity Software

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

This role can work remote but must live within the geography listed on the requisition.

Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). They will partner with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. Business Connect Advisor IIs are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and execute assigned responsibilities with integrity and honesty.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Job Description:

1. Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”
2. Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist
3. Discern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospects
4. Translate opportunities into actionable solutions and products offered by Truist
5. Utilize network and contacts in a virtual environment to identify and engage prospects to convey Truist value proposition and why Truist is the banking partner of choice
6. Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
7. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
8. Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc.
9. Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment
10. Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
11. Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance
12. Mentor and guide teammates as requested by their leader
13. Adapt to technology enhancements swiftly and advise clients on new digital solutions
14. Escalate concerns promptly to their leader for awareness
15. Comply with all operational, risk, and credit requirements
16. Meet/exceed designated performance metrics which may entail higher goals

Required Qualifications:

1. Bachelor’s degree or equivalent financial services education, training, and work-related experience
2. Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results
3. General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge
4. Relationship-building and negotiation skills with clients, management, and partners
5. Excellent verbal and written communication skills
6. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
7. Proficiency in the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving

Preferred Qualifications:

1. Bachelor’s degree in Accounting, Finance or related field
2. Completion of a credit training course or cash cycle training course

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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