Senior Commercial Banking Advisor for Complex Relationships

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

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.