Business Connect Advisor-Raleigh

Truist; Raleigh (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Job summary

Truist in-office role for a Business Connect Advisor II within a team that serves Commercial Community Bank clients. The position involves advising clients with complex relationships and partnering with Integrated Relationship Management to deliver tailored solutions and exceptional service.

Responsibilities include discussing opportunities, translating them into Truist solutions, managing the deposits/loans/fee-based services pipeline, and maintaining expertise in Truist capabilities while

Qualifications

• Bachelor’s degree or equivalent financial services education, training, and relevant experience.
• Four or more years of Business or Commercial Banking sales experience with a track record of results.
• Knowledge of business banking products, lending, cash cycle, and sales process.

Responsibilities

• Align with Truist’s purpose, mission, values, and the Business Connect value proposition.
• Demonstrate exceptional communication skills—clear, concise, and customer-focused.
• Identify opportunities through value-added conversations with clients and prospects.
• Translate opportunities into actionable Truist solutions and products.
• Engage prospects in a virtual environment to convey Truist value.
• Partner with Integrated Relationship Management to deliver reviews that drive revenue growth.
• Manage the opportunity pipeline for deposits, loans, and fee-based services.
• Maintain subject-matter expertise on Truist capabilities and industry trends.
• Escalate concerns promptly to leadership for awareness.
• Comply with operational, risk, and credit requirements; strive to meet metrics.

Skills

Exceptional communication

Relationship-building

Negotiation skills

Business acumen

Interpersonal savvy

Priority setting

Education

Bachelor's degree or equivalent

Accounting/Finance degree (preferred)

Tools

Microsoft Office

Virtual connectivity software

Job description

Overview

In-office role for a Truist Business Connect Advisor II within a team that serves Commercial Community Bank clients. The position involves advising clients with complex relationships and partnering with Integrated Relationship Management to deliver tailored solutions and exceptional service.

Responsibilities

1. Align with Truist’s purpose, mission, values, and the Business Connect value proposition of Ease, Expertise, Care.
2. Demonstrate exceptional communication skills—clear, concise, and customer-focused.
3. Identify potential opportunities through value-added conversations with clients and prospects.
4. Translate opportunities into actionable Truist solutions and products.
5. Engage prospects in a virtual environment to convey Truist value and why Truist is the banking partner of choice.
6. Partner with Integrated Relationship Management and teammates to deliver high-quality reviews that drive revenue growth, retention, and service excellence.
7. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up.
8. Process complex transactions involving multi-layered business structures, treasury needs, and lending considerations.
9. Manage the opportunity pipeline for deposits, loans, and fee-based services in a fast-paced environment.
10. Maintain subject-matter expertise on Truist capabilities and industry trends.
11. Participate as an integral member of a Business Connect Squad and contribute to the squad’s performance.
12. Mentor and guide teammates as requested by leadership.
13. Adapt to technology enhancements and advise clients on digital solutions.
14. Escalate concerns promptly to leadership for awareness.
15. Comply with operational, risk, and credit requirements; strive to meet/exceed performance metrics.

Required Qualifications

1. Bachelor’s degree or equivalent financial services education, training, and relevant experience.
2. Four or more years of Business or Commercial Banking sales experience with a track record of results.
3. General knowledge of business banking products, lending, cash cycle, sales process, and current market 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. Competencies in business acumen, interpersonal savvy, priority setting, managing complex interactions, and problem solving.

Preferred Qualifications

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

Benefits

All regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive vacation and sick days, prorated by hire date and status, and paid holidays. For more details, visit the Benefits site. Depending on position and division, additional benefits such as a pension plan, restricted stock units, or deferred compensation may apply. Details vary by role and division as you advance through the hiring process.

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 legally protected classifications. Truist is a Drug Free Workplace.

EEO is the Law