Small Business Banking Direct- Team Lead -Atlanta, GA

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 15+ yearsEducation: bachelorsSkills: ["Coaching","Training","Leadership","Client relationship management","Risk monitoring"]

Direct and coach a team of 10–20 phone-based Small Business Banking Consultants and Relationship Support staff across multiple locations. Drive sales performance to achieve production goals across 10+ product categories, including retention, deepening, and revenue growth. Hire, train, and manage performance through call monitoring, training, and risk controls while executing Integrated Relationship Management. Lead the consultative sales process and partner with senior stakeholders to deliver client-centric outcomes.

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Truist Financial
Truist Financial
1 day ago

Small Business Banking Direct- Team Lead -Atlanta, GA

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Last checked: 15 hours agoStatus: Live

Job Summary

Direct and coach a team of 10–20 phone-based Small Business Banking Consultants and Relationship Support staff across multiple locations. Drive sales performance to achieve production goals across 10+ product categories, including retention, deepening, and revenue growth. Hire, train, and manage performance through call monitoring, training, and risk controls while executing Integrated Relationship Management. Lead the consultative sales process and partner with senior stakeholders to deliver client-centric outcomes.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Hire and train staff of Small Business Banking Consultants.
  • •Align client engagement, advice, and sales activities to Truist’s Purpose, Mission, and Values through training, coaching, and call monitoring.
  • •Manage and drive sales performance to achieve goals across 10+ product categories, including client retention, deepening, and revenue growth.
  • •Manage weekly sales activities, including facilitating sales calls, inspecting calling/referral activity, managing pipeline, and holding consultants accountable for commitments.
  • •Execute Integrated Relationship Management (IRM) and develop and deliver custom solutions for retail banking needs of clients’ owners/management/associates, including integrated consultative sales conversations.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid LeavePaid HolidaysSick DaysPensionEquity

Key Requirements

  • •College degree or an equivalent combination of education and work experience.
  • •15+ years of sales/client relationship management experience in banking/financial products, including 7+ years with Small Business or Business Banking clients.
  • •5+ years of sales performance management experience in financial services.
  • •Expert knowledge of business financial management, business cash flow, and Small Business financial solutions (including credit and treasury), plus in-depth knowledge of business financial statements and tax returns used in credit applications.
  • •Proven ability to manage and coach phone-based sales teams, including proactive client contact, rapport building, financial reviews, and communicating solutions to client needs.
Experience:15+ yearsBankingFinancial servicesSmall business
Education:Bachelor's
Skills:CoachingTrainingLeadershipClient relationship managementRisk monitoring
Certifications:Formal Credit Training Program
Languages:English

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