Small Business Direct Advisor- Tier II-McLean VA
Small Business Direct Advisor- Tier II-McLean VA
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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 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 predefined 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
with and embody Truists purpose mission values while consistently executing the Small Business value proposition of Ease Expertise Care.
with clients via telephone to assess client needs review financial management practices and solutions conduct a cash cycle conversation and make recommendations for products and services where needed.
application and fulfillment process directly on some solutions.
referrals to product and fulfillment experts as required.
exceptional communication skills: clear concise and friendly conversationalist.
and identify potential opportunities through valueadded Small Business life cycle conversations with clients and prospects.
complex issues for clients by maintaining a strong understanding of resources within Truist. Leverage branch care center and other partners to deliver an exceptional client experience.
network and contacts in a virtual environment to deliver for clients and prospects. This includes partnering with Integrated Relationship Management and supporting partner teammates to deliver highquality strategic business reviews that drive revenue growth retention and exceptional client service.
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.
business acumen industry knowledge and organizational skills through precall planning advising and followup.
understanding of Truist capabilities and solutions and general industry/market trends.
individual performance goals of revenue/profit growth matrix client experience and operational / risk expectations while participating as an integral member contributing to the overall teams performance.
to technology enhancements swiftly and advise clients on new digital solutions.
concerns promptly to their leader for awareness while complying with all operational risk and credit requirements.
in client events both virtually and inperson to include but not limited to financial education business lifecycle advisory and client celebration.
QUALIFICATIONS
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 in accounting or finance or equivalent financial services education training and workrelated experience
2. 5 years sales / client management relationship with Small Business or Business Banking clients
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 Excellent verbal and written communication skills
5. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software.
Preferred Qualifications:
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
