Business Connect Advisor-Raleigh/Chapel Hill/Durham

Crump Life Insurance Svcs Inc; Raleigh (NC); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Job summary

Truist Financial Corporation is seeking an in-office Business Connect Advisor II to support commercial banking clients within a team-based environment. The role emphasizes relationship management across depository, treasury, lending, and wealth products, delivering tailored solutions, and maintaining high service levels in a fast-paced setting.

The position requires a bachelor’s degree or equivalent, 4+ years in sales, and strong communication/negotiation skills.

Qualifications

• Bachelor’s degree or equivalent financial services education, training, and work-related experience.
• Four or more years of Business or Commercial Banking sales experience with a results orientation.
• General knowledge of business banking products, lending, cash cycle, sales process, and market knowledge.
• Relationship-building and negotiation skills with clients, management, and partners.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office and virtual connectivity software.
• Competencies: business acumen, interpersonal savvy, priority setting, handling complex interactions and problem solving.

Responsibilities

• Align with Truist’s purpose and the Business Connect value proposition: Ease, Expertise, Care.
• Demonstrate exceptional communication skills: clear, concise, and friendly.
• Discern opportunities through lifecycle conversations with clients and prospects.
• Translate opportunities into Truist products and solutions.
• Engage prospects in a virtual environment to convey Truist value proposition.
• Partner with Integrated Relationship Management to deliver high-quality strategic reviews.
• Exhibit business acumen and industry knowledge in pre-call planning and follow-up.
• Process complex transactions involving multi-layered client structures and needs.
• Manage product and solution pipelines for deposits, loans, and fees.
• Maintain SME level understanding of Truist capabilities and market trends.
• Contribute as a member of a Business Connect Squad and mentor teammates.
• Adapt to technology enhancements and advise clients on digital solutions.
• Escalate concerns promptly to leadership; comply with risk and credit requirements.
• Meet or exceed performance metrics.

Skills

Communication skills

Relationship-building

Negotiation

Business acumen

Interpersonal savvy

Priority setting

Problem solving

Microsoft Office

Virtual connectivity software

Education

Bachelor’s degree or equivalent

Bachelor’s degree in Accounting or Finance (preferred)

Tools

Microsoft Office

Video conferencing software

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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

• 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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.