Small Business Direct Advisor - Atlanta, GA /Plano, TX

Truist Bank • Atlanta, GA

7d • Onsite

About The Position

The Small Business Direct Advisor is part of Truist’s Small Business Direct team, which virtually serves small business clients with a focus on ease, expertise, and care. Working alongside a pre-defined team in a pooled model, the Advisor provides relationship-managed advice to clients whose needs may include depository, treasury, lending, and premier solutions. The Advisor uses small business expertise and business acumen to build relationships and conduct advisory conversations, partnering with the Integrated Relationship Management team and other Truist experts to provide tailored solutions and exemplary service.

This position requires working in the office at one of the locations listed on the requisition. Client meetings are conducted by telephone, and the role also uses virtual and in-person events. The Advisor is expected to act consistently with Truist’s Code of Ethics, exercise sound judgment, and support the company’s risk-management culture.

Requirements

• Bachelor’s degree in accounting or finance, or equivalent financial services education, training, and work-related experience.
• At least 5 years of sales or client-management relationship experience with Small Business or Business Banking clients.
• General knowledge of business banking products, lending, the 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.
• English language fluency.

Nice To Haves

• Completion of a credit training course or cash cycle training course.

Responsibilities

• Align with and embody Truist’s purpose, mission, and values while delivering the Small Business value proposition of ease, expertise, and care.
• Meet with clients by telephone to assess needs, review financial management practices and solutions, discuss the cash cycle, and recommend products and services when appropriate.
• Complete application and fulfillment processes directly for some solutions.
• Refer clients to product and fulfillment experts as needed.
• Communicate clearly, concisely, and in a friendly manner.
• Identify opportunities through value-added small business life-cycle conversations with clients and prospects.
• Manage and resolve complex client issues by understanding Truist resources and leveraging branch, care center, and other partners.
• Use professional networks and contacts in a virtual environment to serve clients and prospects; partner with Integrated Relationship Management and support teammates on strategic business reviews that promote revenue growth, retention, and client service.
• Manage product and solution opportunities through fulfillment, including deposit, loan, and fee-based services; follow up with partners, document conversations, and fulfill solutions.
• Use business acumen, industry knowledge, and organizational skills in pre-call planning, advising, and follow-up.
• Maintain knowledge of Truist capabilities and solutions and general industry and market trends.
• Meet individual revenue and profit growth, client experience, operational, and risk goals while contributing to team performance.
• Adapt to technology enhancements and advise clients on new digital solutions.
• Escalate concerns promptly to the leader and comply with operational, risk, and credit requirements.
• Participate in virtual and in-person client events, including financial education, business life-cycle advisory, and client celebrations.

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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior