Small Business Direct Advisor- Tier II- Allentown, PA/McLean, VA

Truist Financial
Virginia, Pennsylvania
Workplace: OnsiteFull timeUSD 110,000 - 120,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship-building","Negotiation","Communication","Client management","Judgment"]

Virtually deliver Truist to small business clients by providing relationship-managed advice through phone conversations. Assess client needs, review financial practices, discuss the cash cycle, and recommend products and services. Fulfill and process select solutions, make referrals to specialists, and manage a product/solution opportunity pipeline. Collaborate with integrated relationship management partners to drive revenue growth, retention, and an excellent client experience while meeting risk and performance expectations.

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Truist Financial
Truist Financial
1 week ago

Small Business Direct Advisor- Tier II- Allentown, PA/McLean, VA

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Last checked: 4 hours agoStatus: Live

Job Summary

Virtually deliver Truist to small business clients by providing relationship-managed advice through phone conversations. Assess client needs, review financial practices, discuss the cash cycle, and recommend products and services. Fulfill and process select solutions, make referrals to specialists, and manage a product/solution opportunity pipeline. Collaborate with integrated relationship management partners to drive revenue growth, retention, and an excellent client experience while meeting risk and performance expectations.
Location: Virginia, Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Align with Truist’s purpose, mission, and values while delivering the Small Business value proposition of “Ease, Expertise, Care.”
  • •Meet clients via telephone to assess needs, review financial management practices, conduct cash cycle conversations, and recommend products and services as needed.
  • •Perform application and fulfillment process for some solutions and make referrals to product and fulfillment experts when required.
  • •Identify opportunities through value-added small business life cycle conversations with clients and prospects.
  • •Manage product and solution opportunity pipeline (deposit, loan, and fee-based services), document conversations, fulfill solutions, and meet performance, operational, and risk expectations.

Pay and Benefits

Salary: USD 110,000 - 120,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

  • •Bachelor’s degree in accounting or finance (or equivalent financial services education, training, and work-related experience).
  • •5+ years of sales/client management experience with small business or business banking clients.
  • •Knowledge of business banking products, lending, cash cycle, and sales processes; stay current on market/industry/business knowledge.
  • •Relationship-building and negotiation skills with clients, management, and partners; strong verbal and written communication.
  • •Proficiency with basic computer applications, including Microsoft Office, and virtual connectivity software.
Experience:5+ years
Education:Bachelor's in accounting or finance
Skills:Relationship-buildingNegotiationCommunicationClient managementJudgment
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