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

Truist•Atlanta, GA

8d•Onsite

About The Position

The Small Business Direct Advisor virtually delivers Truist’s services to small business clients, focusing on ease, expertise, and care. Working alongside a predefined team in a pooled model, the advisor manages relationships and provides advice to clients with typically complex needs, including depository, treasury, lending, and premier solutions. The advisor partners with the Integrated Relationship Management team and other internal experts to tailor solutions, maintain exemplary service, and manage opportunities through fulfillment. The role requires working in the office at one of the listed locations: Atlanta, Georgia, or Plano, Texas. The position is regular and works first shift. The advisor is expected to follow Truist’s Code of Ethics, exercise sound judgment, and contribute to a strong risk management culture. Truist lists a range of benefits for eligible regular teammates working at least 20 hours per week. Specific benefit eligibility may vary by division and position. The posting notes that some positions may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation.

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, along with current market, industry, and business knowledge.
Relationship-building and negotiation skills with clients, management, and partners.
Excellent verbal and written communication skills.
Proficiency with basic computer applications, including Microsoft Office and virtual connectivity software.

Nice To Haves

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

Responsibilities

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 where appropriate.
Complete application and fulfillment processes directly for some solutions.
Refer clients to product and fulfillment experts when 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 leveraging knowledge of Truist resources and partnering with branches, care centers, and other teams.
Use a virtual network and partner contacts to serve clients and prospects, including collaborating on strategic business reviews that support revenue growth, retention, and client service.
Manage product and solution opportunities through fulfillment, including deposits, loans, 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, as well as general industry and market trends.
Meet individual goals for revenue and profit growth, client experience, and operational and risk expectations while contributing to team performance.
Adapt to technology enhancements and advise clients on new digital solutions.
Promptly escalate concerns 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, possible eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan