Small Business Direct Advisor - Atlanta, GA /Plano, TX

Truist Bank; Atlanta (GA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid holidays

Vacation and sick days

Job summary

Truist Financial Corporation in Atlanta seeks a Small Business Direct Advisor to deliver relationship managed advice within a pooled model, serving Small Business clients with ease, expertise and care. The role requires in-office work at one of the requisition locations and focuses on complex client needs across depository, treasury, lending and premier solutions.

You will meet clients via telephone, assess financial needs, coordinate referrals to product and fulfillment teams, and partner with

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 market knowledge
• Relationship-building and negotiation skills; excellent verbal and written communication skills
• Proficiency in Microsoft Office and virtual connectivity software

Responsibilities

• Meet with clients via telephone to assess client needs, review financial management practices and solutions
• Review deposits, lending, and treasury products and make recommendations
• Perform application and fulfillment process on some solutions
• Coordinate referrals to product and fulfillment experts
• Demonstrate strong communication and client service skills
• Manage opportunities with Truist resources to deliver value to clients
• Support revenue growth and client satisfaction through proactive reviews

Skills

Sales / client management

Communication

Relationship-building

MS Office proficiency

Education

Bachelor’s degree in accounting or finance or equivalent

Tools

Microsoft Office

Virtual connectivity software

Job description

Position Summary

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

Please review the following job description: This role requires working in office at one of the locations listed on the requisition. The purpose of the Small Business Direct team is to virtually deliver Truist to a segment of Small Business clients, with a focus of delivering ease, expertise, and care. The team is comprised of multiple roles serving two segments of clients.

• The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship managed advice and expertise in a pooled model approach.
• The book of business managed by Small Business Direct Advisors is typically complex in nature and includes, though not limited to, depository, treasury, lending, and premier solutions.
• Small Business Direct Advisors will leverage their small business expertise and business acumen to facilitate relationship building and advisory conversations.
• They will partner with the Integrated Relationship Management team to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary.
• Small Business Direct Advisors are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support our risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

1. Align with and embody Truist’s purpose, mission, values while consistently executing the Small Business value proposition of “Ease, Expertise, Care”.
2. 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, where needed.
3. Perform application and fulfillment process directly on some solutions.
4. Make referrals to product and fulfillment experts, as required.
5. Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.
6. Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects.
7. Manage/solve complex issues for clients, by maintaining a strong understanding of resources within Truist. Leverage branch, care center and other partners to deliver an exceptional client experience.
8. Utilize network and contacts in a virtual environment to deliver for clients and prospects. This includes, partnering with Integrated Relationship Management and supporting partner teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service.
9. 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.
10. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up.
11. Maintain understanding of Truist capabilities and solutions and general industry/market trends.
12. Meets individual performance goals of revenue/profit growth matrix, client experience and operational / risk expectations while participating as an integral member, contributing to the overall team’s performance.
13. Adapt to technology enhancements swiftly and advise clients on new digital solutions.
14. Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements.
15. Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree in accounting or finance or equivalent financial services education, training, and work-related experience
2. 5+ years sales / client management relationship with Small Business or Business Banking clients
3. General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge
4. Relationship-building and negotiation skills with clients, management, and partners Excellent verbal and written communication skills
5. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software.

Preferred Qualifications

1. 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. 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 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.

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.