Small Business Direct Advisor- Tier II-McLean, VA
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About The Position
This role is office centric and will require working in the office location listed on the requisition four days per week. The purpose of the Small Business Direct team is to virtually deliver Truist to a segment of Small Business clients, with a focus of delivering ease, expertise, and care. The team is comprised of multiple roles serving two segments of clients. The Small Business segmentation size for this group are companies in the $2M - $5M in annual revenue space. The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship managed advice and expertise in a pooled model approach. The book of business managed by Small Business Direct Advisors is typically complex in nature and includes, though not limited to, depository, treasury, lending, and premier solutions. Small Business Direct Advisors will leverage their small business expertise and business acumen to facilitate relationship building and advisory conversations. They will partner with the Integrated Relationship Management team to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. Small Business Direct Advisors are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support our risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.
