Small Business Direct Advisor- Tier II- Allentown, PA/McLean, VA
Job in
Allentown, Lehigh County, Pennsylvania, 18105, USA
Listing for:
Truist
Full Time
position
Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Small Business Direct Advisor
The purpose of the Small Business Direct team is to virtually deliver Truist to a segment of Small Business clients, with a focus of delivering ease, expertise, and care. The team is comprised of multiple roles serving two segments of clients. 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.
Essential duties and responsibilities include:
Align with and embody Truist's purpose, mission, values while consistently executing the Small Business value proposition of "Ease, Expertise, Care".Meet with clients via telephone to assess client needs, review financial management practices and solutions, conduct a cash cycle conversation, and make recommendations for products and services, where needed.Perform application and fulfillment process directly on some solutions.Make referrals to product and fulfillment experts, as required.Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist.Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects.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.Utilize network and contacts in a virtual environment to deliver for clients and prospects. This includes, partnering with Integrated Relationship Management and supporting partner teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service.Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment.Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up.Maintain understanding of Truist capabilities and solutions and general industry/market trends.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.Adapt to technology enhancements swiftly and advise clients on new digital solutions.Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements.Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration.Required qualifications include:
- Bachelor's degree in accounting or finance or equivalent financial services education, training, and work-related experience
- 5+ years sales / client management relationship with Small Business or Business Banking clients
- General knowledge of business banking products, lending, cash cycle, sales process, and remaining 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
Preferred…
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