Small Business Direct Advisor- Tier II- Orlando/Atlanta
On-siteAtlanta, Georgia, United States or Orlando, Florida, United States
Job Summary
Meet with clients via telephone to assess needs, review financial practices, and recommend products and services. Perform application and fulfillment processes directly on solutions, manage complex product pipelines including deposits, loans, and fee-based services, and make referrals to product experts as required. Discern opportunities through value-added conversations, solve complex client issues by leveraging branch and care center partners, and deliver strategic business reviews to drive revenue growth and retention. Adapt swiftly to technology enhancements and advise clients on new digital solutions while maintaining an understanding of Truist capabilities and market trends.
Required Qualifications
- Bachelor's degree in accounting or finance or equivalent financial services education, training, and work-related experience
- 5+ years sales / client management relationship with Small Business or Business Banking clients
- General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge
- Relationship-building and negotiation skills with clients, management, and partners
- Excellent verbal and written communication skills
- Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
- English (Required)
- 1st shift (United States of America)
- This role is required to work in office at one of the locations listed on the requisition
Desired Qualifications
- Completion of a credit training course or cash cycle training course
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