Business Connect Banking Relationship Advisor- Lynchburg,VA Job Lynchburg area,Virginia USA,Finance & Banking

This role must live and work in the geography listed on the requisition.

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)

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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 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 to convey 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 (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment

Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends

Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s 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/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,…

Business Connect Banking Relationship Advisor- Lynchburg, VA