Small Business Development Officer - Dallas, Texas

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 5+ yearsEducation: bachelorsSkills: ["Business development","Relationship management","Communication","Collaboration","Sales execution"]

Acquire and grow relationships with upper-segment small business clients within Business Banking, serving as the primary relationship manager. Use consultative conversations to deliver integrated financial solutions across lending, deposits, treasury management, merchant services, payments, foreign exchange, and wealth. Drive client acquisition, portfolio growth, retention, and credit quality by partnering across Truist and coordinating coverage across Commercial Banking, Wealth, and Treasury Solutions.

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Truist Financial
Truist Financial
2 months ago

Small Business Development Officer - Dallas, Texas

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live

Job Summary

Acquire and grow relationships with upper-segment small business clients within Business Banking, serving as the primary relationship manager. Use consultative conversations to deliver integrated financial solutions across lending, deposits, treasury management, merchant services, payments, foreign exchange, and wealth. Drive client acquisition, portfolio growth, retention, and credit quality by partnering across Truist and coordinating coverage across Commercial Banking, Wealth, and Treasury Solutions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Prospect and acquire new client relationships within Small Business and Emerging Business Banking segments.
  • •Develop Centers of Influence and referral partnerships, and execute calling plans to deepen and acquire relationships.
  • •Serve as the primary relationship manager, delivering advisory conversations on capital formation, liquidity, risk management, payments optimization, succession planning, and wealth creation.
  • •Identify, structure, and manage commercial lending opportunities, including credit assessment and portfolio quality management.
  • •Deliver integrated financial solutions across lending, deposits, treasury management, merchant services, commercial card solutions, foreign exchange, and wealth management while ensuring compliance and documentation.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •Bachelor's degree in business, Finance, Economics, Accounting, or related field, or equivalent experience.
  • •5+ years of business banking, commercial banking, treasury management, lending, or financial services experience.
  • •Strong business development and relationship management skills.
  • •Knowledge of commercial credit principles and financial statement analysis.
  • •Proficiency with CRM and sales management systems, plus strong verbal and written communication skills.
Experience:5+ yearsBusiness bankingCommercial bankingTreasury managementLendingFinancial services
Education:Bachelor's
Skills:Business developmentRelationship managementCommunicationCollaborationSales execution
Languages:English
Tech Stack:CRMSales management systems

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