Truist Small Business Direct Advisor- Tier II-North Carolina 

United States, North Carolina, Charlotte 

161055592

Regular or Temporary:

English (Required)

1st shift (United States of America)• The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship managed advice and expertise in a pooled model approach.
• The book of business managed by Small Business Direct Advisors is typically complex in nature and includes, though not limited to, depository, treasury, lending, and premier solutions.
• Small Business Direct Advisors will leverage their small business expertise and business acumen to facilitate relationship building and advisory conversations.
• They will partner with the Integrated Relationship Management team to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary.
• Small Business Direct Advisors are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support our risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty.

3. Perform application and fulfillment process directly on some solutions.

4. Make referrals to product and fulfillment experts, as required.
5. Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.

6. Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects.

7. Manage/solve complex issues for clients, by maintaining a strong understanding of resources within Truist. Leverage branch, care center and other partners to deliver an exceptional client experience.

10. Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up.

11. Maintain understanding of Truist capabilities and solutions and general industry/market trends.

12. Meets individual performance goals of revenue/profit growth matrix, client experience and operational / risk expectations while participating as an integral member, contributing to the overall team’s performance.

13. Adapt to technology enhancements swiftly and advise clients on new digital solutions.

14. Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements.

15. Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration.

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. Bachelor’s degree in accounting or finance or equivalent financial services education, training, and work-related experience
2. 5+ years sales / client management relationship with Small Business or Business Banking clients
3. General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge
4. Relationship-building and negotiation skills with clients, management, and partners Excellent verbal and written communication skills
5. Proficiency in basic computer applications including Microsoft Office and virtual connectivity software.

1. Completion of a credit training course or cash cycle training course