Business Connect Advisor-Raleigh/Chapel Hill/Durham

Truist; Chapel Hill (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Paid vacation and holidays

Job summary

Truist is seeking a seasoned Business Connect Specialist in the Triangle area to cultivate client relationships and drive revenue through deposit, loan, and fee-based solutions. The role focuses on identifying opportunities via value-added conversations and translating them into Truist products, with an emphasis on client service and cross-team collaboration.

The ideal candidate has a Bachelor’s degree or equivalent in financial services and at least four years in Business or Commercial Banking

Qualifications

• Bachelor’s degree or equivalent financial services education and work experience.
• Strong knowledge of business banking products, lending, cash cycle, sales process, and market trends.
• Excellent verbal and written communication and relationship-building skills.

Responsibilities

• Align with Truist’s purpose and value proposition in client interactions.
• Identify opportunities through value-added conversations and translate into Truist solutions.
• Build and maintain a robust opportunity pipeline for deposits, loans, and fee-based services.
• Partner with Integrated Relationship Management to deliver strategic business reviews that drive revenue growth.
• Maintain SME level knowledge of Truist capabilities and market trends.
• Mentor teammates and adapt to digital solutions while ensuring compliance.

Skills

Client relationship skills

Negotiation skills

Verbal & written communication

MS Office proficiency

Problem solving

Education

Bachelor’s degree or equivalent financial services

Bachelor’s degree in Accounting or Finance (preferred)

Tools

Microsoft Office

Virtual meeting software

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

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

This is an in office role requiring working in office at the location listed on the requisition or potentially locations across the triangle.

Job Description

• Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”
• Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist
• Discern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospects
• Translate opportunities into actionable solutions and products offered by Truist
• 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
• Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
• Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
• Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc.
• 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
• Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
• Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance
• Mentor and guide teammates as requested by their leader
• Adapt to technology enhancements swiftly and advise clients on new digital solutions
• Escalate concerns promptly to their leader for awareness
• Comply with all operational, risk, and credit requirements
• Meet/exceed designated performance metrics which may entail higher goals

Required Qualifications

• 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 remaining current on 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 the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance or related field
• 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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