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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising commercial banking clients on complex financial solutions, including lending and treasury needs, while effectively managing client relationships and driving sales results. Proficient in utilizing digital solutions and maintaining knowledge of industry trends to enhance client engagement.
Highest-signal resume keywords
Commercial Banking Sales ExperienceRelationship-Building SkillsBusiness AcumenNegotiation SkillsProficiency in Microsoft Office
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Banking ProductsLending StructuresCash Cycle ManagementSales Process KnowledgeComplex Transaction Processing
Soft Skills
Verbal CommunicationWritten CommunicationInterpersonal SavvyProblem SolvingPriority Setting
Tools & Technologies
Microsoft OfficeVirtual Connectivity Software
Industry Keywords
Depository SolutionsTreasury ManagementWealth ManagementPerformance MetricsOperational Compliance
About the role
Key responsibilities & impact- Advise a pool of commercial community banking clients with complex depository/treasury, lending, and wealth relationships
- Identify opportunities through value-added lifecycle conversations with clients and prospects
- Translate opportunities into actionable Truist products and solutions
- Use networks and contacts in a virtual environment to identify and engage prospects
- Partner with Integrated Relationship Management and supporting teammates on strategic business reviews
- Conduct pre-call planning, advising, and follow-up
- Process complex transactions involving multilayered business structures, deposit and treasury needs, and lending structures
- Manage deposit, loan, and fee-based solution pipelines through fulfillment
- Maintain subject matter expertise on Truist capabilities, solutions, and industry/market trends
- Participate as an individual producer on a Business Connect Squad
- Mentor and guide teammates as requested
- Advise clients on new digital solutions and adapt to technology enhancements
- Escalate concerns and comply with operational, risk, and credit requirements
- Meet or exceed designated performance metrics
Requirements
What you’ll need- 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, cash cycle, sales process, and current market/industry/business knowledge
- Relationship-building and negotiation skills with clients, management, and partners
- Excellent verbal and written communication skills
- Proficiency in basic computer applications including Microsoft Office and virtual connectivity software
- Proficiency in business acumen, interpersonal savvy, priority setting, dealing with complex interactions, and problem solving
- English language fluency required
- Must live and work in the listed areas and be able to come into the office
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)