Strategic Small Business Advisor

Truist Financial Corporation; Atlanta (GA); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Comprehensive benefits

Paid time off

401(k) plan

Job summary

Truist is seeking a Small Business Direct Advisor to virtually deliver tailored relationship managed advice to Small Business clients. The role focuses on ease, expertise, and care, partnering with Integrated Relationship Management to deliver deposit, lending, and premier solutions.

In-office work at a Truist location is required, with a strong emphasis on client engagement and risk-conscious practices. Ideal candidates bring a bachelor’s degree in accounting or finance and 5+ years of

Qualifications

• Bachelor’s degree in accounting or finance or equivalent financial services education.
• 5+ years sales / client management with Small Business or Business Banking.
• Knowledge of business banking products, lending, cash cycle, and sales process.
• Relationship-building and negotiation skills with clients and partners; strong communication.
• Proficiency in Microsoft Office and virtual connectivity software.
• Credit training or cash cycle training (preferred).

Responsibilities

• Meet with clients via phone to assess needs and make product recommendations.
• Manage and fulfill deposits, lending, and fee-based services with partners.
• Reference Truist capabilities and advise on digital solutions.
• Develop strategic business reviews to drive revenue and retention.
• Escalate issues to leadership per risk and compliance rules.

Skills

Relationship management

Sales experience

Communication skills

Microsoft Office

Virtual connectivity software

Education

Bachelor’s degree in accounting or finance

Equivalent financial services education

Tools

CRM systems

Job description

Truist is seeking a Small Business Direct Advisor to virtually deliver tailored relationship managed advice to Small Business clients. The role focuses on ease, expertise, and care, partnering with Integrated Relationship Management to deliver deposit, lending, and premier solutions.

In-office work at a Truist location is required, with a strong emphasis on client engagement and risk-conscious practices. Ideal candidates bring a bachelor’s degree in accounting or finance and 5+ years of