Small Business Direct Consultant- NC/SC/TN

Responsible for

• Meet with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation and make recommendations for products and services where needed.
• Perform application and fulfillment process directly on some solutions.
• Make referrals to product and fulfillment experts as required.
• Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
• Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
• Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank.

Qualifications

• Meet individual performance goals of revenue/profit growth matrix on a quarterly basis
• 4 year college degree
• 5 - 10+ years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients.
• In-depth knowledge of financial services sales process and cycle.
• Demonstrated ability to conduct business via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.

Preferred Qualifications

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