Small Business Direct Advisor – Tier II

Jobtailor; Pennsylvania; On-site; USD 90,000 - 135,000; Full time

Job summary

Truist seeks an experienced relationship manager to serve Small Business clients in Pennsylvania. You will deliver tailored financial solutions, manage a diverse book, and collaborate with a team to drive revenue and exceptional client service.

The role focuses on advisory conversations, deposits and lending, cash cycle management, and digital solutions, with a strong emphasis on risk and compliance. Qualifications include a Bachelor's degree in accounting or finance and 5+ years of sales or

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 current market/industry/business 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
• English language fluency required
• Completion of a credit training course or cash cycle training course (preferred)

Responsibilities

• Meet with clients by telephone to assess needs, review financial management practices, conduct cash cycle conversations, and recommend products and services.
• Manage a complex book of business including depository, treasury, lending, and premier solutions.
• Facilitate relationship-building and advisory conversations using small business expertise and business acumen.
• Partner with the Integrated Relationship Management team to tailor solutions for clients and prospects.
• Perform application and fulfillment processes for some solutions and refer clients to product and fulfillment experts as required.
• Identify opportunities through Small Business lifecycle conversations and drive revenue growth, client retention, and exceptional service.
• Meet individual revenue/profit, client experience, operational, and risk goals.
• Advise clients on new digital solutions and adapt to technology enhancements
• Escalate concerns promptly while complying with operational, risk, and credit requirements

Skills

Small Business Client Management

Financial Advisory Skills

Relationship-Building

Sales Process Knowledge

Microsoft Office Proficiency

Verbal Communication

Written Communication

Education

Bachelor's degree in accounting or finance

Tools

Virtual Connectivity Software

Microsoft Office Proficiency

Job description

• Virtually deliver Truist to Small Business clients with ease, expertise, and care
• Work alongside a pre-defined team to deliver relationship-managed advice and expertise in a pooled model
• Manage a complex book of business including depository, treasury, lending, and premier solutions
• Facilitate relationship-building and advisory conversations using small business expertise and business acumen
• Partner with the Integrated Relationship Management team to tailor solutions for clients and prospects
• Meet with clients by telephone to assess needs, review financial management practices, conduct cash cycle conversations, and recommend products and services
• Perform application and fulfillment processes for some solutions
• Refer clients to product and fulfillment experts as required
• Identify opportunities through Small Business lifecycle conversations
• Manage and solve complex client issues using Truist resources and partner teams
• Support strategic business reviews that drive revenue growth, retention, and exceptional client service
• Manage product and solution opportunity pipelines through fulfillment, including deposits, loans, and fee-based services
• Conduct pre-call planning, advising, and follow-up
• Maintain knowledge of Truist capabilities, solutions, and industry/market trends
• Meet individual revenue/profit, client experience, operational, and risk goals
• Advise clients on new digital solutions and adapt to technology enhancements
• Escalate concerns promptly while complying with operational, risk, and credit requirements
• Participate in virtual and in-person client events, including financial education, business lifecycle advisory, and client celebrations

Requirements

• 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 current market/industry/business 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
• English language fluency required
• Completion of a credit training course or cash cycle training course (preferred)

Core Competencies

Demonstrates expertise in managing small business client relationships, delivering tailored financial solutions, and driving revenue growth through strategic advisory conversations. Proficient in navigating complex client issues while maintaining compliance with operational and risk requirements.

Highest-signal resume keywords

• Small Business Client Management
• Financial Advisory Skills
• Relationship-Building
• Sales Process Knowledge
• Microsoft Office Proficiency

Hard Skills

• Business Banking Products
• Lending
• Cash Cycle Management
• Sales Process
• Financial Management Practices

Soft Skills

• Negotiation Skills
• Verbal Communication
• Written Communication

Certifications & Qualifications

• Credit Training Course
• Cash Cycle Training Course

Industry Keywords

• Truist Solutions
• Revenue Growth
• Client Experience
• Operational Compliance
• Market Trends

Tools & Technologies

• Virtual Connectivity Software