Strategic Virtual Small Business Advisor

Crump Life Insurance Svcs Inc; McLean (VA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401k plan

Vacation days

Job summary

Truist Financial Corporation, McLean, VA, seeks a Small Business Direct Advisor to deliver relationship managed advice in a pooled model. You will assess client needs, discuss cash management and lending options, and coordinate with partners to ensure an exceptional client experience.

Required include a Bachelor’s degree in accounting or finance with 5+ years in small business banking relationship management, plus strong communication and computer skills.

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 communication
• 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, and make recommendations
• Perform application and fulfillment process directly on some solutions
• Make referrals to product and fulfillment experts as required
• Demonstrate exceptional communication skills and build client relationships
• Manage product and solution opportunity pipeline to fulfillment in a fast-paced environment

Skills

Bachelor’s degree

Sales & client mgmt

Small Business banking

Lending knowledge

Negotiation skills

Microsoft Office

Video conferencing

Education

Accounting or Finance degree

Tools

Microsoft Office

Video conferencing

Job description

Truist Financial Corporation, McLean, VA, seeks a Small Business Direct Advisor to deliver relationship managed advice in a pooled model. You will assess client needs, discuss cash management and lending options, and coordinate with partners to ensure an exceptional client experience.

Required include a Bachelor’s degree in accounting or finance with 5+ years in small business banking relationship management, plus strong communication and computer skills.