×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Advisor / Consultant Financial Sales

Small Business Direct Advisor- Tier II- Orlando​/Atlanta

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Fayette Chamber of Commerce
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America) Job Grade: 110 Please review the following job description:

This role is required to work in office at one of the locations listed on the requisition.

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
  • 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
  • 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,…
    • To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
    (If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
     
     
     
    Search for further Jobs Here:
    (Try combinations for better Results! Or enter less keywords for broader Results)
    Location
    Increase/decrease your Search Radius (miles)
    0
    200
    Filters
    Education Level
    Experience Level (years)
    Posted in last:
    Salary
    Advanced Search