Strategic Small Business Banking Consultant

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation in Atlanta is seeking a Small Business Banker to manage and grow client relationships within the Retail Community Bank. You will contact clients by phone, assess financial needs, recommend solutions, and coordinate with product specialists to fulfill requests.

The role requires a 4-year college degree and 5–10 years of banking sales/relationship experience, with a strong understanding of Small Business operations and a commitment to service excellence.

Qualifications

• 4 year college degree.
• 5–10 years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients.
• Strong knowledge of how a business operates and the full set of financial solutions needed by a Small Business.
• Demonstrated ability to conduct business via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.

Responsibilities

• Meet with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation and make recommendations for products and services where needed.
• Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
• Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
• Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank.
• Meets individual performance goals of revenue/profit growth matrix on a quarterly basis.

Education

4 year college degree

Job description

Truist Financial Corporation in Atlanta is seeking a Small Business Banker to manage and grow client relationships within the Retail Community Bank. You will contact clients by phone, assess financial needs, recommend solutions, and coordinate with product specialists to fulfill requests.

The role requires a 4-year college degree and 5–10 years of banking sales/relationship experience, with a strong understanding of Small Business operations and a commitment to service excellence.