Truist Financial

2 weeks ago

Business Connect Advisor-Raleigh

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Serve as an in-office Business Connect advisor for Commercial Community Bank clients, advising a portfolio with complex depository/treasury, lending, and wealth needs. Drive value-added conversations through a virtual delivery environment, translating opportunities into Truist deposit, loan, and fee-based solutions. Partner with Integrated Relationship Management teammates to deliver strategic business reviews, manage an opportunity pipeline, and meet performance metrics while ensuring compliance with operational, risk, and credit requirements.

Location: Raleigh

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Align with Truist’s purpose and Business Connect value proposition, demonstrating integrity and adherence to ethics and risk management expectations.
•Conduct value-added life-cycle conversations with clients and prospects, discern opportunities, and translate them into Truist products and solutions.
•Partner with Integrated Relationship Management teammates to deliver strategic business reviews that drive revenue growth, retention, and exceptional client service.
•Manage a product and solution opportunity pipeline, including deposits, loans, and fee-based services, with documentation and follow-up in a fast-paced environment.
•Maintain subject matter expertise on Truist capabilities and industry trends, adapt to technology enhancements, and ensure compliance with operational, risk, and credit requirements while meeting performance metrics.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree or equivalent education, training, and work-related experience in financial services.
•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; stay current on market and industry knowledge.
•Relationship-building and negotiation skills with clients, management, and partners.
•Excellent verbal and written communication skills; proficiency with Microsoft Office and virtual connectivity software.

Experience:4+ yearsCommercial bankingBusiness bankingLendingTreasuryWealth solutions

Education:Bachelor's

Skills:CommunicationRelationship buildingNegotiationProblem solvingMentoring

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

Website LinkedIn

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Truist Financial

2 weeks ago

Business Connect Advisor-Raleigh

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Raleigh

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Align with Truist’s purpose and Business Connect value proposition, demonstrating integrity and adherence to ethics and risk management expectations.
•Conduct value-added life-cycle conversations with clients and prospects, discern opportunities, and translate them into Truist products and solutions.
•Partner with Integrated Relationship Management teammates to deliver strategic business reviews that drive revenue growth, retention, and exceptional client service.
•Manage a product and solution opportunity pipeline, including deposits, loans, and fee-based services, with documentation and follow-up in a fast-paced environment.
•Maintain subject matter expertise on Truist capabilities and industry trends, adapt to technology enhancements, and ensure compliance with operational, risk, and credit requirements while meeting performance metrics.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor’s degree or equivalent education, training, and work-related experience in financial services.
•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; stay current on market and industry knowledge.
•Relationship-building and negotiation skills with clients, management, and partners.
•Excellent verbal and written communication skills; proficiency with Microsoft Office and virtual connectivity software.

Experience:4+ yearsCommercial bankingBusiness bankingLendingTreasuryWealth solutions

Education:Bachelor's

Skills:CommunicationRelationship buildingNegotiationProblem solvingMentoring

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

Website LinkedIn