Truist Financial
Business Connect Advisor II- DC/N.VA
Truist Financial, Washington, District of Columbia, us, 20022
Business Connect Advisor II
This is an office‑centric role requiring working in office five days per week in the locations listed on the open requisition.
Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but not limited to depository/treasury, lending and wealth solutions. The Advisor will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects such as businesses with multifaceted organizational structure or relationship needs. They will partner with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. The Advisor is responsible for exhibiting key behaviors that align with Truist’s Code of Ethics and support a risk‑management culture, exercising sound judgment and executing responsibilities with integrity and honesty.
Responsibilities
Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of Ease, Expertise, Care.
Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.
Discern and identify potential opportunities through value‑added life‑cycle conversations with clients and prospects.
Translate opportunities into actionable solutions and products offered by Truist.
Utilize network and contacts in a virtual environment to identify and engage prospects, conveying Truist value proposition and why Truist is the banking partner of choice.
Partner with Integrated Relationship Management and supporting teammates to deliver high‑quality strategic business reviews that drive revenue growth, retention, and exceptional client service.
Demonstrate business acumen, industry knowledge, and organizational skills through pre‑call planning, advising, and follow‑up.
Process more complex transactions that could entail multi‑layered business structure, complex deposit and treasury needs, intricate lending structures, etc.
Manage product and solution opportunity pipeline to fulfillment – including deposit, loan, and fee‑based services—following up with partners/support teammates, documenting conversations, and fulfilling solutions in a fast‑paced environment.
Maintain subject‑matter expert level of understanding of Truist capabilities and solutions and general industry/market trends.
Participate as an integral member of a Business Connect Squad, contributing as an individual producer with impact on overall squad performance.
Mentor and guide teammates as requested by their leader.
Adapt to technology enhancements swiftly and advise clients on new digital solutions.
Escalate concerns promptly to their leader for awareness.
Comply with all operational, risk, and credit requirements.
Meet or exceed designated performance metrics which may entail higher goals.
Required Qualifications
Bachelor’s degree or equivalent financial services education, training, and work‑related experience.
Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results.
General knowledge of business banking products, lending, cash cycle, sales process, and staying 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.
Proficiency in business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving.
Preferred Qualifications
Bachelor’s degree in Accounting, Finance or a related field.
Completion of a credit training course or cash cycle training course.
Annual base salary for this position ranges from $110,000 to $120,000.
Benefits
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law.
#J-18808-Ljbffr
Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but not limited to depository/treasury, lending and wealth solutions. The Advisor will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects such as businesses with multifaceted organizational structure or relationship needs. They will partner with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. The Advisor is responsible for exhibiting key behaviors that align with Truist’s Code of Ethics and support a risk‑management culture, exercising sound judgment and executing responsibilities with integrity and honesty.
Responsibilities
Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of Ease, Expertise, Care.
Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.
Discern and identify potential opportunities through value‑added life‑cycle conversations with clients and prospects.
Translate opportunities into actionable solutions and products offered by Truist.
Utilize network and contacts in a virtual environment to identify and engage prospects, conveying Truist value proposition and why Truist is the banking partner of choice.
Partner with Integrated Relationship Management and supporting teammates to deliver high‑quality strategic business reviews that drive revenue growth, retention, and exceptional client service.
Demonstrate business acumen, industry knowledge, and organizational skills through pre‑call planning, advising, and follow‑up.
Process more complex transactions that could entail multi‑layered business structure, complex deposit and treasury needs, intricate lending structures, etc.
Manage product and solution opportunity pipeline to fulfillment – including deposit, loan, and fee‑based services—following up with partners/support teammates, documenting conversations, and fulfilling solutions in a fast‑paced environment.
Maintain subject‑matter expert level of understanding of Truist capabilities and solutions and general industry/market trends.
Participate as an integral member of a Business Connect Squad, contributing as an individual producer with impact on overall squad performance.
Mentor and guide teammates as requested by their leader.
Adapt to technology enhancements swiftly and advise clients on new digital solutions.
Escalate concerns promptly to their leader for awareness.
Comply with all operational, risk, and credit requirements.
Meet or exceed designated performance metrics which may entail higher goals.
Required Qualifications
Bachelor’s degree or equivalent financial services education, training, and work‑related experience.
Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results.
General knowledge of business banking products, lending, cash cycle, sales process, and staying 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.
Proficiency in business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving.
Preferred Qualifications
Bachelor’s degree in Accounting, Finance or a related field.
Completion of a credit training course or cash cycle training course.
Annual base salary for this position ranges from $110,000 to $120,000.
Benefits
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law.
#J-18808-Ljbffr