Truist- Business Connect Advisor

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
• Comply with all operational, risk, and credit requirements
• Meet/exceed designated performance metrics which may entail higher goals

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