Senior SMB Growth & Banking Advisor

Truist Financial Corporation; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance and disability coverage

401(k) plan

Paid vacation and sick days

Paid holidays

Possible pension plan and equity

Equity components

Job summary

Truist is seeking a relationship professional to manage and grow upper-segment Small Business clients. You will advise on lending, deposits, treasury, and wealth services, coordinating across teams to deliver holistic solutions.

Role focuses on acquiring new clients, deepening relationships, and guiding growth with risk management. Excellent collaboration across a matrixed organization is required.

Qualifications

• Bachelor's degree or equivalent experience in business, finance, economics, or related field.
• 5+ years in business/commercial banking, treasury management, lending, or financial services.
• Strong business development and relationship management skills.
• Knowledge of commercial credit principles and financial statement analysis.
• Demonstrated success meeting sales and production goals.

Responsibilities

• Prospect and acquire new client relationships in the Small Business and Emerging Business Banking segments.
• Develop Centers of Influence with attorneys, accountants, consultants, and community leaders.
• Generate opportunities across lending, deposits, treasury management, merchant services, and payments.
• Build referral partnerships across Truist lines of business.
• Develop and execute calling plans to deepen relationships and acquire new clients.

Skills

Business development

Relationship management

Credit principles

Financial statement analysis

Sales targets

CRM experience

Education

Bachelor's degree in business, finance, economics, or related field

Tools

CRM systems

Job description

Truist is seeking a relationship professional to manage and grow upper-segment Small Business clients. You will advise on lending, deposits, treasury, and wealth services, coordinating across teams to deliver holistic solutions.

Role focuses on acquiring new clients, deepening relationships, and guiding growth with risk management. Excellent collaboration across a matrixed organization is required.