Strategic Virtual Commercial Banking Advisor II

Truist; Lynchburg (VA); On-site; USD 105,000 - 115,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Truist Wealth is seeking a Business Connect Advisor II in Virginia to advise a portfolio of Commercial Banking clients. You will collaborate with Integrated Relationship Management teams to deliver deposits, lending, and wealth solutions in a virtual environment.

The role requires 4+ years of sales experience, a bachelor’s degree or equivalent, and strong communication. Competitive base salary and a comprehensive benefits package are provided.

Qualifications

• Bachelor’s degree or equivalent financial services education.
• 4+ years in Business or Commercial Banking sales with proven results.
• Knowledge of business banking products, lending and cash cycle.
• Strong relationship-building and negotiation skills.
• Excellent verbal and written communication; proficient with MS Office and virtual connectivity tools.

Responsibilities

• Align with Truist’s purpose and value proposition of Ease, Expertise, Care.
• Identify opportunities through life-cycle conversations with clients and prospects.
• Translate opportunities into Truist products and services.
• Engage prospects in a virtual environment to convey Truist value.
• Deliver high-quality strategic business reviews to drive revenue growth and retention.
• Manage pipelines for deposits, loans, and fee-based services in a fast-paced setting.

Skills

Relationship-building

Negotiation

Communication

Sales

MS Office

Virtual connectivity

Education

Bachelor's degree

Accounting/Finance degree (preferred)

Tools

CRM software

Cash flow platforms

Job description

Truist Wealth is seeking a Business Connect Advisor II in Virginia to advise a portfolio of Commercial Banking clients. You will collaborate with Integrated Relationship Management teams to deliver deposits, lending, and wealth solutions in a virtual environment.

The role requires 4+ years of sales experience, a bachelor’s degree or equivalent, and strong communication. Competitive base salary and a comprehensive benefits package are provided.