Business Connect Advisor- Triad, NC

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Negotiation","Business acumen","Problem solving"]

Deliver Truist’s “Ease, Expertise, Care” value to Commercial Community Bank clients through a virtual delivery model. Advise a pool of clients with complex depository/treasury, lending, and wealth needs, translating “life-cycle” conversations into actionable deposit, loan, and fee-based solutions. Partner with Integrated Relationship Management teammates to drive revenue growth and retention while maintaining strong risk management, compliance, and performance metrics.

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Truist Financial
Truist Financial
2 days ago

Business Connect Advisor- Triad, NC

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Last checked: 21 hours agoStatus: Live

Job Summary

Deliver Truist’s “Ease, Expertise, Care” value to Commercial Community Bank clients through a virtual delivery model. Advise a pool of clients with complex depository/treasury, lending, and wealth needs, translating “life-cycle” conversations into actionable deposit, loan, and fee-based solutions. Partner with Integrated Relationship Management teammates to drive revenue growth and retention while maintaining strong risk management, compliance, and performance metrics.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Align with Truist’s purpose, mission, values, and the Business Connect value proposition (“Ease, Expertise, Care”).
  • •Lead value-added life-cycle conversations to identify opportunities and convert them into Truist products and solutions.
  • •Partner with Integrated Relationship Management teammates to deliver strategic business reviews that drive revenue growth, retention, and service excellence.
  • •Manage a solutions pipeline for deposit, loan, and fee-based services, including follow-up and fulfillment support.
  • •Comply with operational, risk, and credit requirements while meeting/exceeding performance metrics and escalating concerns to your leader as needed.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree or equivalent financial services education, training, and work-related experience.
  • •4+ years of business or commercial banking sales (or relevant) experience with a demonstrated ability to drive results.
  • •General knowledge of business banking products, lending, cash cycle, sales process, and staying current on market/industry knowledge.
  • •Relationship-building and negotiation skills with clients, management, and partners.
  • •Proficiency in basic computer applications (Microsoft Office) and virtual connectivity software.
Experience:4+ yearsBankingCommercial bankingSales
Education:Bachelor's
Skills:CommunicationRelationship buildingNegotiationBusiness acumenProblem solving
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn