Small Business Direct Consultant- NC/SC/TN

Job Title

This role could be located within hub cities within the states listed on the requisition. It is an in office role requiring working in office five days per week.

Job Description

Responsible for meeting the needs of Small Business clients that are domiciled in the Retail Community Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters and product specialists through telephone contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non-profits and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance and employee benefits. Performance goals include growth of and retention of client relationships and service excellence.

Essential Duties and Responsibilities

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.

1. Meet with clients via telephone to assess client needs, review their 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.
2. Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
3. Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.
4. Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank.
5. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis

Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 4 year college degree
• 5 - 10+ years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients.
• Strong knowledge of how a business operates and the full set of financial solutions needed by a Small Business. In-depth knowledge of financial services sales process and cycle.
• Demonstrated ability to conduct business via telephone, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.