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Regular or Temporary:
Language Fluency: English (Required)
Work Shift:
ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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. 1.Align with and embody Truists purpose, mission, values while consistently executing the Small Business value proposition of Ease, Expertise, Care.2.Meet 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.
3.Perform application and fulfillment process directly on some solutions.
4.Make referrals to product and fulfillment experts, as required.5.Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.
6.Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects.
7.Manage/solve 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.
8.Utilize 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 high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service.
9.Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment.
10.Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up.
11.Maintain understanding of Truist capabilities and solutions and general industry/market trends.
12.Meets 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.
13.Adapt to technology enhancements swiftly and advise clients on new digital solutions.
14.Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements.
15.Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration.
QUALIFICATIONSRequired 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 work-related experience2. 5+ years sales / client management relationship with Small Business or Business Banking clients3. General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge4. Relationship-building and negotiation skills with clients, management, and partners Excellent verbal and written communication skills5. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software.
Preferred Qualifications:1.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 position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred 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 full-time or part-time 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 non-temporary position for which you apply, based on full-time or part-time 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.
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