Small Business Direct Consultant - Mid-Atlantic-VA/MD/KY

Truist BankMcLean, Virginia

$80,000 - $100,000 / year

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Overview

Schedule

Full-time

Education

Bachelor's/Undergraduate Degree

Career level

Senior-level

Remote

On-site

Compensation

$80,000-$100,000/year

Benefits

Retirement Savings

Dental Insurance

Disability

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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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 required to work in office five days per week at one of the locations listed on the requisition. 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. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

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

QUALIFICATIONSRequired 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.

1. 4 year college degree2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients. The Senior SB Consultant role requires 10+ years of Sales/client relationship management experience in banking/financial products, including 5+ years sales /client management relationship with Small Business or Business Banking clients.3. 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. 4. 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.

Preferred Qualifications:

1. 2- 5years+ years or more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager2. 2 years or more phone-based sales experience of banking/financial products or solutions.

Maryland location info: The annual base salary for this position is $80,000 - $100,000. Additional incentive pay is available for this position.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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.

EEO is the LawE-VerifyIER Right to Work

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FAQs About Small Business Direct Consultant - Mid-Atlantic-VA/MD/KY Jobs at Truist Bank

What is the work location for this position at Truist Bank?

This job at Truist Bank is located in McLean, Virginia, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Truist Bank?

Candidates can expect a pay range of $80,000 and $100,000 per year.

What employment applies to this position at Truist Bank?

Truist Bank lists this role as a Full-time position.

What experience level is required for this role at Truist Bank?

Truist Bank is looking for a candidate with "Senior-level" experience level.

What education level is required for this job?

The education requirement for this position is Bachelor's/Undergraduate Degree. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by Truist Bank for this role?

Truist Bank offers following benefits: Retirement Savings, Dental Insurance, Disability, Health Insurance, Life Insurance, Vision Insurance, Paid Holidays, Paid Illness Leave, and Paid Time Off for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Truist Bank?

You can apply for this role at Truist Bank either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.