Strategic Small Business Banking Advisor

Truist; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist is seeking a Small Business Direct Advisor to virtual-deliver trusted financial guidance to a segment of Small Business clients. You will assess client needs via phone, recommend banking solutions, and coordinate with experts to fulfill orders in a fast-paced, risk-aware environment.

You will lead lifecycle conversations, build relationships with clients and prospects, and contribute to revenue growth through deposit, loan, and fee-based opportunities.

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 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
• Manage/solve complex issues for clients by leveraging Truist resources and partners to deliver an exceptional client experience
• Utilize networks in a virtual environment to provide high-quality reviews that drive revenue growth and retention
• Maintain understanding of Truist capabilities and solutions and general industry/market trends
• Escalate concerns promptly to leadership while complying with risk and credit requirements
• Participate in client events, both virtual and in-person, including financial education and lifecycle advisory

Skills

Relationship building

Negotiation

Verbal communication

Written communication

Microsoft Office

Virtual connectivity software

Education

Bachelor’s degree in accounting or finance or equivalent financial services education

5+ years sales/ client management in Small Business or Business Banking

Credit training or cash cycle training (preferred)

Tools

CRM software

Microsoft Office

Virtual connectivity software

Job description

Truist is seeking a Small Business Direct Advisor to virtual-deliver trusted financial guidance to a segment of Small Business clients. You will assess client needs via phone, recommend banking solutions, and coordinate with experts to fulfill orders in a fast-paced, risk-aware environment.

You will lead lifecycle conversations, build relationships with clients and prospects, and contribute to revenue growth through deposit, loan, and fee-based opportunities.