Business Connect Banking Relationship Advisor- Lynchburg, VA

Truist Bank•Roanoke, VA

32d•$105,000 - $115,000

About The Position

The Business Connect Banking Relationship Advisor II serves a segment of Commercial Community Bank clients through a virtual delivery environment. The advisor works on a team to advise a pool of clients with complex relationships involving areas such as depository and treasury services, lending, and wealth solutions. The role may be aligned with more complex clients and prospects, including businesses with multifaceted organizational structures or relationship needs. The advisor partners with Integrated Relationship Management teammates to provide tailored solutions and exemplary service. The role requires sound judgment, integrity, and adherence to Truist’s Code of Ethics and risk management culture. It is based in the geography listed on the requisition, and the employee must live and work in that geography. The position is regular and operates on the first shift.

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 demonstrated ability to drive results.
General knowledge of business banking products, lending, cash cycle, and the sales process; ability to remain current on market, industry, and 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 business acumen, interpersonal savvy, priority setting, handling complex interactions, and problem solving.

Nice To Haves

Bachelor’s degree in Accounting, Finance, or a 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.”
Communicate clearly, concisely, and in a friendly manner.
Identify potential opportunities through value-added life-cycle conversations with clients and prospects.
Translate opportunities into actionable solutions and Truist products.
Use networks and contacts in a virtual environment to identify and engage prospects and communicate Truist’s value proposition.
Partner with Integrated Relationship Management and supporting teammates on strategic business reviews that drive revenue growth, retention, and client service.
Use business acumen, industry knowledge, and organizational skills in pre-call planning, advising, and follow-up.
Process complex transactions involving multifaceted business structures and complex deposit, treasury, or lending needs.
Manage product and solution opportunities through fulfillment, including deposits, loans, and fee-based services; follow up with partners, document conversations, and fulfill solutions.
Maintain subject matter expertise in Truist capabilities and solutions and general industry and market trends.
Contribute as an individual producer and integral member of a Business Connect Squad.
Mentor and guide teammates as requested by the leader.
Adapt to technology enhancements and advise clients on new digital solutions.
Escalate concerns promptly to the leader.
Comply with operational, risk, and credit requirements.
Meet or exceed designated performance metrics, which may include higher goals.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan