Commercial Banking Advisor II – Client Solutions

Habitat For Humanity Of Durham; 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

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