Business Connect Banking Relationship Advisor

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Provide guidance to a portfolio of Commercial Community Bank clients in a virtual delivery setting.

• Deliver expertise and support for intricate depository/treasury, lending, and wealth management relationships.

• Establish connections and engage in advising discussions with complex clients and prospective customers.

• Collaborate with Integrated Relationship Management colleagues to offer customized solutions.

• Discover opportunities through value-added lifecycle discussions.

• Convert opportunities into Truist products and actionable strategies.

• Identify and connect with prospects utilizing networks and contacts in a virtual environment.

• Conduct strategic business reviews that promote revenue growth, client retention, and outstanding service.

• Execute pre-call planning, advising, and follow-up activities.

• Process sophisticated transactions involving multilayered business frameworks, deposit and treasury requirements, as well as complex lending structures.

• Oversee product and solution opportunity pipelines throughout the fulfillment process.

• Maintain in-depth knowledge of Truist's capabilities, solutions, and industry trends.

• Act as an individual contributor on a Business Connect Squad.

• Mentor and assist teammates as needed.

• Advise clients on innovative digital solutions.

• Promptly escalate any concerns as necessary.

• Adhere to operational, risk, and credit policies.

• Achieve or surpass established performance metrics.

⛳️ Requirements

• Bachelor’s degree or equivalent education, training, and experience in financial services.

• A minimum of four years of experience in Business or Commercial Banking sales (or related fields).

• Proven ability to pursue and achieve results.

• General understanding of business banking products, lending, cash cycle, sales processes, and current market/industry knowledge.

• Strong relationship-building and negotiation skills.

• Exceptional verbal and written communication abilities.

• Proficient in Microsoft Office and virtual connectivity tools.

• Skilled in business acumen, interpersonal savvy, prioritization, navigating complex interactions, and problem-solving.

• Fluency in the English language is required.

• Must reside and work within the geographic area specified in the requisition.

• Preferred: Bachelor’s degree in Accounting, Finance, or a related field.

• Preferred: Completion of a credit training course or cash cycle training course.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Accidental death and dismemberment coverage.

• Tax-preferred savings accounts.

• 401(k) plan.

• At least 10 days of vacation during the first year of employment, prorated.

• 10 sick days, prorated.

• Paid holidays.

• Defined benefit pension plan, depending on position and division.

• Restricted stock units, depending on position and division.

• Deferred compensation plan, depending on position and division.