Small Business Banking Advisor — Relationship & Growth

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Job summary

Truist Financial Corporation invites applications for a Small Business Direct Advisor role to work in-office with a focus on delivering ease, expertise, and care to small business clients in the Atlanta area.

The position requires a bachelor’s degree in accounting or finance and 5+ years of sales/relationship management in small business banking, with strong communication and negotiation skills and proficiency in MS Office and virtual connectivity tools.

Qualifications

• Bachelor’s degree in accounting or finance or equivalent financial services education, training, and work-related experience.
• 5+ years sales / client management relationship with Small Business or Business Banking clients.
• General knowledge of business banking products, lending, cash cycle, sales process, and staying current on market/industry 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.

Responsibilities

• Meet with clients via telephone to assess client needs, review financial management practices and solutions, conduct a cash cycle conversation, and make recommendations for products and services.
• Perform application and fulfillment process directly on some solutions.
• Make referrals to product and fulfillment experts, as required.
• Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.
• Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services in a fast-paced environment.

Skills

Relationship-building

Negotiation skills

Verbal & written communication

Microsoft Office

Virtual connectivity software

Education

Bachelor’s degree in accounting or finance

Job description

Truist Financial Corporation invites applications for a Small Business Direct Advisor role to work in-office with a focus on delivering ease, expertise, and care to small business clients in the Atlanta area.

The position requires a bachelor’s degree in accounting or finance and 5+ years of sales/relationship management in small business banking, with strong communication and negotiation skills and proficiency in MS Office and virtual connectivity tools.