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Truist

Business Connect Banking Relationship Advisor

Truist

. Advise a pool of Commercial Community Bank clients through a virtual delivery environment .

Posted 10/6/2026full-timeRemote • Virginia • United StatesMid-LevelSenior💰 $105,000 - $115,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Commercial Banking, providing tailored financial solutions and exceptional client service while driving revenue growth. Proficient in managing complex transactions and building strong relationships with clients and prospects in a virtual environment.

Highest-signal resume keywords
Commercial Banking Sales ExperienceRelationship-Building SkillsBusiness AcumenMicrosoft Office ProficiencyComplex Transaction Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business Banking Products KnowledgeLending ExpertiseCash Cycle UnderstandingSales Process KnowledgeComplex Interaction Problem Solving
Soft Skills
Negotiation SkillsVerbal Communication SkillsWritten Communication SkillsInterpersonal SavvyPriority Setting
Tools & Technologies
Virtual Connectivity Software
Certifications & Qualifications
Credit Training Course CompletionCash Cycle Training Course Completion
Industry Keywords
Depository ServicesTreasury ManagementWealth ManagementClient ServiceRevenue Growth

About the role

Key responsibilities & impact
  • Advise a pool of Commercial Community Bank clients through a virtual delivery environment
  • Provide expertise and servicing for complex depository/treasury, lending, and wealth relationships
  • Build relationships and conduct advising conversations with complex clients and prospects
  • Partner with Integrated Relationship Management teammates to deliver tailored solutions
  • Identify opportunities through value-added lifecycle conversations
  • Translate opportunities into Truist products and actionable solutions
  • Identify and engage prospects using networks and contacts in a virtual environment
  • Conduct strategic business reviews that drive revenue growth, retention, and exceptional client service
  • Perform pre-call planning, advising, and follow-up
  • Process complex transactions involving multilayered business structures, deposit and treasury needs, and intricate lending structures
  • Manage product and solution opportunity pipelines through fulfillment
  • Maintain subject matter expertise on Truist capabilities, solutions, and industry trends
  • Participate as an individual producer on a Business Connect Squad
  • Mentor and guide teammates as requested
  • Advise clients on new digital solutions
  • Escalate concerns promptly
  • 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
  • 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
  • Excellent verbal and written communication skills
  • Proficiency in 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 geography listed on the requisition
  • Preferred: Bachelor’s degree in Accounting, Finance, or related field
  • Preferred: Completion of a credit training course or cash cycle training course

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