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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role is office centric and will require working in the office location listed on the requisition four days per week.

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 segmentation size for this group are companies in the $2M - $5M in annual revenue space.

• 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
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.    Align with and embody Truist’s purpose, mission, values while consistently executing the Small Business value proposition of “Ease, Expertise, Care”. 
2.    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.  

3.    Perform application and fulfillment process directly on some solutions.  

4.    Make referrals to product and fulfillment experts, as required. 
5.    Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist. 

6.    Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects.

7.    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.

8.    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.

9.    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. 

10.    Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up. 

11.