Business Connect Advisor-Raleigh
Job Description
Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care”. Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist. Discern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospects. Translate opportunities into actionable solutions and products offered by Truist. Utilize network and contacts in a virtual environment to identify and engage prospects to convey Truist value proposition and why Truist is the banking partner of choice. Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up. Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc. Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment. Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends. Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance. Mentor and guide teammates as requested by their leader. Adapt to technology enhancements swiftly and advise clients on new digital solutions. Escalate concerns promptly to their leader for awareness.
Essential Functions
Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Required Qualifications
- Bachelor’s degree or equivalent financial services education, training, and work-related experience
- Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results
- General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business 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
- Proficiency in the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance or related field
- Completion of a credit training course or cash cycle training course
Business Connect
- Works in office at the location listed on the requisition or potentially locations across the triangle
- Fulfills roles in delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment
- Facilitates relationship building and advising conversations
- Partners with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects
- Ensures service levels are exemplary
Benefits
- Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
- Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment
- Adapt to technology enhancements swiftly and advise clients on new digital solutions
- Escalate concerns promptly to their leader for awareness
Company Information
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
- Truist is a Drug Free Workplace.
- EEO is the Law