Business Connect Banking Relationship Advisor

Job not on LinkedIn

🔥 0 minutes ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $105k - $115k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Truist

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2019

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Truist is a financial institution that offers a wide range of banking services, focusing on branch banking, commercial banking, corporate and institutional banking, and mortgage and consumer lending. The company emphasizes a culture of care, diversity, and inclusion, striving to make a positive impact in clients' lives and the community. Truist provides various career opportunities and values employee growth, offering comprehensive benefits and resources for well-being. With a commitment to diversity and workplace equity, Truist has received numerous accolades for its employment practices, including recognition for diversity and inclusion efforts.

📋 Description

• Advise a pool of Commercial Community Bank clients through a virtual delivery environment • Provide expertise and servicing for complex depository/treasury, lending, and wealth relationships • Build relationships and conduct advising conversations with complex clients and prospects • Partner with Integrated Relationship Management teammates to deliver tailored solutions • Identify opportunities through value-added lifecycle conversations • Translate opportunities into Truist products and actionable solutions • Identify and engage prospects using networks and contacts in a virtual environment • Conduct strategic business reviews that drive revenue growth, retention, and exceptional client service • Perform pre-call planning, advising, and follow-up • Process complex transactions involving multilayered business structures, deposit and treasury needs, and intricate lending structures • Manage product and solution opportunity pipelines through fulfillment • Maintain subject matter expertise on Truist capabilities, solutions, and industry trends • Participate as an individual producer on a Business Connect Squad • Mentor and guide teammates as requested • Advise clients on new digital solutions • Escalate concerns promptly • Comply with operational, risk, and credit requirements • Meet or exceed designated performance metrics

🎯 Requirements

• 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 • Demonstrated ability to drive for results • General knowledge of business banking products, lending, cash cycle, sales process, and current market/industry/business knowledge • Relationship-building and negotiation skills • Excellent verbal and written communication skills • Proficiency in Microsoft Office and virtual connectivity software • Proficiency in business acumen, interpersonal savvy, priority setting, dealing with complex interactions, and problem solving • English language fluency required • Must live and work in the geography listed on the requisition • Preferred: Bachelor’s degree in Accounting, Finance, or 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