Business Connect Banking Relationship Advisor- Lynchburg, VA

Truist Bank•Lynchburg, VA

34d•Remote

About The Position

The Business Connect Banking Relationship Advisor II role focuses on delivering Truist services to a segment of Commercial Community Bank clients through a virtual delivery environment. This role provides an easier method of contact, expertise, and servicing. The Advisor works in a team environment to advise a pool of clients with complex relationships, including depository/treasury, lending, and wealth solutions. They will leverage their expertise and business acumen to facilitate relationship building and advising conversations, potentially engaging with more complex clients and prospects. The Advisor will partner with Integrated Relationship Management teammates to deliver a suite of tailored solutions and ensure exemplary service levels. This role is responsible for exhibiting key behaviors that align with Truist's Code of Ethics, supporting a risk management culture, exercising sound judgment, and executing responsibilities with integrity and honesty. This position requires the individual to live and work in the specified geography.

Requirements

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.

Nice To Haves

Bachelor’s degree in Accounting, Finance or related field.
Completion of a credit training course or cash cycle training course.

Responsibilities

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.