Small Business Direct Consultant- Atlanta

Regular, full-time position. Fluency in English required. On-site at the listed location; 1st shift.

About the role

Responsible for meeting the needs of Small Business clients domiciled in the Retail Community Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters, and product specialists through telephone contact. Acts as an expert advisor to Small Business owners on financial management, covering deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance, and employee benefits.

Responsibilities

• Meet with clients via telephone to assess needs, review financial management practices, conduct cash cycle conversations, and recommend products and services.
• Perform application and fulfillment processes directly for some solutions; make referrals to product and fulfillment experts as required.
• Manage and resolve complex servicing issues by leveraging resources within Truist.
• Proactively contact targeted clients to demonstrate Truist’s impact on their Small Business and schedule appointments for deeper financial reviews.
• Facilitate credit requests within Retail Community Bank thresholds; refer larger opportunities to Commercial Community Bank.
• Meet quarterly performance goals for revenue and profit growth.

Requirements

• 4-year college degree.
• 5–10 years of sales or client relationship management experience in banking/financial products, including significant experience with Small Business clients.
• Strong knowledge of business operations and the full set of financial solutions needed by Small Businesses.
• In-depth knowledge of the financial services sales process and cycle.
• Demonstrated ability to conduct business via telephone, including proactive client contact, building rapport, understanding needs, and communicating solutions.

Preferred Qualifications

• 2+ years of experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager.
• 2+ years of phone-based sales experience with banking/financial products or solutions.

Benefits

All regular teammates (20+ hours/week) are eligible for benefits, including:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• At least 10 days of vacation (prorated based on hire date and full-time/part-time status) and 10 sick days in the first year, plus paid holidays.
• Eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.