Strategic Small Business Growth Partner

Crump Life Insurance Svcs Inc; Richardson (TX); On-site; USD 95,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability coverage

401(k) plan

Paid vacation & holidays

Job summary

Truist Financial Corporation in Richardson, TX is seeking a Small Business Development Officer to acquire, manage, and grow relationships with upper‑segment small business clients. You will serve as the primary relationship manager, delivering integrated banking solutions and advising on lending, deposits, treasury management, and wealth opportunities.

The role requires a strong background in business banking, credit principles, and proven sales results.

Qualifications

• Bachelor's degree in business, finance, economics, accounting or related field.
• 5+ years in business/commercial banking or related financial services.
• Strong sales and relationship management with evidence of targets.
• Knowledge of credit principles and financial statement analysis.
• Proficient in CRM and sales management tools.
• Excellent verbal and written communication; cross-functional collaboration.
• Experience serving mid-market clients and complex needs is a plus.

Responsibilities

• Prospect and manage small business clients, focusing on growth and retention.
• Develop COI relationships with attorneys, accountants, and community leaders.
• Deliver lending, deposits, treasury management, and payments opportunities.
• Coordinate referrals across Truist lines of business for holistic solutions.
• Analyze client objectives and financials to tailor advisory conversations.
• Maintain risk controls and ensure regulatory compliance across portfolio.
• Drive portfolio revenue growth with strong credit quality.

Skills

Business development

Relationship management

Credit principles

Financial statement analysis

Sales & production goals

CRM proficiency

Communication skills

Education

Bachelor's degree in business or related field

Tools

CRM software

Sales management systems

Job description

Truist Financial Corporation in Richardson, TX is seeking a Small Business Development Officer to acquire, manage, and grow relationships with upper‑segment small business clients. You will serve as the primary relationship manager, delivering integrated banking solutions and advising on lending, deposits, treasury management, and wealth opportunities.

The role requires a strong background in business banking, credit principles, and proven sales results.