Small Business Development Officer - Atlanta, GA

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsEducation: bachelorsSkills: ["Communication","Relationship management","Business development","Collaboration","Sales execution"]

Acquire, manage, and grow relationships with upper-segment small business clients as the primary relationship manager entering or approaching Truist’s Business Banking segment. Provide consultative advisory across lending, deposits, treasury management, merchant services/payments, and wealth solutions while building referral partnerships and Centers of Influence. Lead credit and portfolio management, ensuring credit quality, compliance, and retention through proactive relationship development and cross-channel collaboration.

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Truist Financial
Truist Financial
2 months ago

Small Business Development Officer - Atlanta, GA

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Last checked: 14 hours agoStatus: Live

Job Summary

Acquire, manage, and grow relationships with upper-segment small business clients as the primary relationship manager entering or approaching Truist’s Business Banking segment. Provide consultative advisory across lending, deposits, treasury management, merchant services/payments, and wealth solutions while building referral partnerships and Centers of Influence. Lead credit and portfolio management, ensuring credit quality, compliance, and retention through proactive relationship development and cross-channel collaboration.
Location: Atlanta
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.
  • •Serve as the primary relationship manager, delivering advisory conversations around capital formation, liquidity, risk management, payments optimization, succession planning, and wealth creation.
  • •Identify, structure, and manage commercial lending opportunities, conducting financial analysis and partnering with underwriting/credit teammates.
  • •Deliver integrated financial solutions across commercial lending, deposits, treasury management, merchant services, commercial cards, foreign exchange, and wealth management.
  • •Manage and monitor a portfolio, driving growth through cross-sell/expansion while maintaining credit quality, client satisfaction, compliance, and portfolio reviews.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

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.
  • •Demonstrated success meeting sales and production goals, with strong communication and ability to collaborate across a matrixed organization.
Experience:Financial servicesBusiness bankingCommercial banking
Education:Bachelor's
Skills:CommunicationRelationship managementBusiness developmentCollaborationSales execution
Languages:English
Tech Stack:CRM

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