Business Connect Advisor- Triad, NC
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listing for:
Crump Life Insurance Svcs Inc
Full Time
position
Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Sales
-
Sales
Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly
USD
70000.00
100000.00
YEAR
Job Description & How to Apply Below
This role will be located in the Greensboro/Winston-Salem or surrounding areas within the Triad market.
Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for 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.
Business Connect Advisor IIs 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.
Business Connect Advisor IIs are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and execute assigned responsibilities with integrity and honesty.
Regular or Temporary:
Regular Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Job Description: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 conversationalistDiscern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospectsTranslate opportunities into actionable solutions and products offered by TruistUtilize network and contacts in a virtual environment to identify and engage prospects to convey Truist value proposition and why Truist is the banking partner of choicePartner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client serviceDemonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-upProcess 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 (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environmentMaintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trendsParticipate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performanceMentor and guide teammates as requested by their leaderAdapt to technology enhancements swiftly and advise clients on new digital solutionsEscalate concerns promptly to their leader for awarenessComply with all operational, risk, and credit requirementsMeet/exceed designated performance metrics which may entail higher goalsRequired Qualifications:Bachelor’s degree or equivalent financial services education, training, and work-related experienceFour or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for resultsGeneral knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledgeRelationship-building and negotiation skills with clients, management, and partnersExcellent verbal and written communication skillsProficiency in basic computer applications including Microsoft Office and virtual connectivity softwareProficiency in the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solvingPreferred Qualifications:- Bachelor’s degree in Accounting, Finance or related field
- Completion of a credit…
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