Business Connect Advisor-Raleigh

Truist Financial
Raleigh
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Negotiation","Problem solving","Business acumen"]

Advise a portfolio of Commercial Community Bank clients with complex banking, lending, deposit/treasury, and wealth solution needs through Truist’s Business Connect virtual delivery environment. Build opportunities through lifecycle conversations, partner with Integrated Relationship Management teams to deliver strategic business reviews, manage a product/solution pipeline, and meet performance metrics while adhering to Truist’s risk, operational, and credit requirements. This is an in-office role based in Raleigh.

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Truist Financial
Truist Financial
2 months ago

Business Connect Advisor-Raleigh

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Advise a portfolio of Commercial Community Bank clients with complex banking, lending, deposit/treasury, and wealth solution needs through Truist’s Business Connect virtual delivery environment. Build opportunities through lifecycle conversations, partner with Integrated Relationship Management teams to deliver strategic business reviews, manage a product/solution pipeline, and meet performance metrics while adhering to Truist’s risk, operational, and credit requirements. This is an in-office role based in Raleigh.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Align with Truist’s purpose, mission, values, and Business Connect value proposition of “Ease, Expertise, Care.”
  • •Use exceptional communication to conduct value-added lifecycle conversations and identify opportunities with clients and prospects.
  • •Translate opportunities into actionable Truist products and solutions; leverage networks in a virtual environment to engage prospects.
  • •Partner with Integrated Relationship Management teammates to deliver strategic business reviews that drive revenue growth, retention, and exceptional service.
  • •Manage the opportunity pipeline through fulfillment (deposit, loan, and fee-based services), maintaining subject matter expertise and complying with operational, risk, and credit requirements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent financial services education, training, and work-related experience.
  • •4+ years of Business or Commercial Banking sales experience with a demonstrated ability to drive for results.
  • •General knowledge of business banking products, lending, cash cycle, and the sales process, staying current on market/industry/business knowledge.
  • •Relationship-building and negotiation skills with clients, management, and partners.
  • •Proficiency in Microsoft Office and virtual connectivity software, with excellent verbal and written communication skills.
Experience:4+ yearsBankingCommercial bankingLendingTreasuryWealth solutions
Education:Bachelor's
Skills:CommunicationRelationship-buildingNegotiationProblem solvingBusiness acumen
Languages:English
Tech Stack:Microsoft OfficeVirtual connectivity software

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