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Truist Small Business Banking Team Lead United States, Florida, Melbourne 557368193
03.07.2024
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
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.
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.
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.
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. College Degree or and Equivalent combination of education and work experience
2. 15+ years of sales / client relationship management experience in banking/financial products, including 7+ years sales / client management relationship with Small Business or Business Banking clients.
3. 5+ years of sales performance management experience in financial services
4. Expert-level understanding of business financial management, the business cash flow cycle, and the full set of financial solutions needed by a Small Business, including Credit, Treasury and personal financial management solutions for business owners. In-depth knowledge of business banking sales process and cycle. In-depth knowledge of business financial statements and tax returns as used in business credit applications.
5. Demonstrated ability to manage and coach phone-based sales teams, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.
2. 15+ years of sales / client relationship management experience in banking/financial products, including 7+ years sales / client management relationship with Small Business or Business Banking clients.
3. 5+ years of sales performance management experience in financial services
4. Expert-level understanding of business financial management, the business cash flow cycle, and the full set of financial solutions needed by a Small Business, including Credit, Treasury and personal financial management solutions for business owners. In-depth knowledge of business banking sales process and cycle. In-depth knowledge of business financial statements and tax returns as used in business credit applications.
5. Demonstrated ability to manage and coach phone-based sales teams, 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. Completion of Formal Credit Training Program
2. 10+ years' proven experience leading successful sales team across multiple geographies
2. 10+ years' proven experience leading successful sales team across multiple geographies
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