Business Connect Advisor- Philadelphia
Business Connect Advisor- Philadelphia
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This role can work remote but must live within the geography listed on the requisition.Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment providing for an easier method of contact expertise and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but not limited to depository/treasury lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). They will partner with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. Business Connect Advisor IIs are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture exercising sound judgment and execute assigned responsibilities with integrity and honesty.
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
Job Description:
1. Align with and embody Truists purpose mission value statement and the Business Connect value proposition of Ease Expertise Care
2. Demonstrate exceptional communication skills: clear concise and friendly conversationalist
3. Discern and identify potential opportunities through valueadded lifecycle conversations with clients and prospects
4. Translate opportunities into actionable solutions and products offered by Truist
5. 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
6. Partner with Integrated Relationship Management and supporting teammates to deliver highquality strategic business reviews that drive revenue growth retention and exceptional client service
7. Demonstrate business acumen industry knowledge and organizational skills through precall planning advising and followup
8. Process more complex transactions that could entail multilayered business structure complex deposit and treasury needs intricate lending structures etc.
9. Manage product and solution opportunity pipeline to fulfillment including deposit loan and feebased services (followup with partners/support teammates document conversations fulfill solutions etc. in a fastpaced environment
10. Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
11. Participate as an integral member of a Business Connect Squad contributes as an individual producer with impact to the overall squads performance
12. Mentor and guide teammates as requested by their leader
13. Adapt to technology enhancements swiftly and advise clients on new digital solutions
14. Escalate concerns promptly to their leader for awareness
15. Comply with all operational risk and credit requirements
16. Meet/exceed designated performance metrics which may entail higher goals
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree or equivalent financial services education training and workrelated experience
2. Four or more years of Business or Commercial Banking sales (or relevant) experience with a demonstrated ability to drive for results
3. General knowledge of business banking products lending cash cycle sales process and remaining current on market/industry/business knowledge
4. Relationshipbuilding and negotiation skills with clients management and partners
5. Excellent verbal and written communication skills
6. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
7. Proficiency in the following competencies: business acumen interpersonal savvy priority setting dealing with complex interactions and problem solving
Preferred Qualifications:
1. Bachelors degree in Accounting Finance or related field
2. Completion of a credit training course or cash cycle training course
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
