Jobs in United States, Punta Gorda

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

1. Meet with clients via telephone to assess client needs, review their financial management practices and solutions, conduct a cash cycle conversation and make recommendations for products and services where needed. Perform application and fulfillment process directly on some solutions. Make referrals to product and fulfillment experts as required.
2. Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
3. Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
4. Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank.
5. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. 4 year college degree
2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients.
3. Strong knowledge of how a business operates and the full set of financial solutions needed by a Small Business. In-depth knowledge of financial services sales process and cycle.
4. Demonstrated ability to conduct business via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.

Preferred Qualifications:

1. 2 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager
2. 2 years or more phone-based sales experience of banking/financial products or solutions.