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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Small Business Banking, including relationship management, financial advisory, and product knowledge. Proficient in navigating client needs and delivering tailored solutions while ensuring compliance with operational and risk standards.
Highest-signal resume keywords
Small Business Banking ExperienceClient Relationship ManagementFinancial Advisory SkillsSales Process KnowledgeCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ManagementCash Cycle KnowledgeBusiness Banking ProductsLending PracticesSales ProcessRevenue Growth StrategiesOperational ComplianceRisk Management
Soft Skills
Relationship-BuildingNegotiation SkillsProblem-SolvingClient Issue Resolution
Tools & Technologies
Microsoft OfficeVirtual Connectivity Software
Certifications & Qualifications
Credit Training CourseCash Cycle Training Course
Industry Keywords
Small Business LifecycleFinancial EducationMarket TrendsProduct FulfillmentClient Experience
About the role
Key responsibilities & impact- Deliver Truist virtually to Small Business clients through relationship-managed advice and expertise in a pooled model
- Meet with clients by telephone to assess needs, review financial management practices and solutions, conduct cash cycle conversations, and recommend products and services
- Perform application and fulfillment processes for selected solutions
- Refer clients to product and fulfillment experts as required
- Identify opportunities through Small Business lifecycle conversations with clients and prospects
- Manage and resolve complex client issues using Truist resources and partner teams
- Partner with Integrated Relationship Management and supporting teammates on strategic business reviews
- Manage product and solution opportunity pipelines through fulfillment, including deposits, loans, and fee-based services
- Conduct pre-call planning, advising, and follow-up using business acumen and industry knowledge
- Maintain knowledge of Truist capabilities, solutions, and market trends
- Meet revenue/profit growth, client experience, operational, and risk expectations
- Advise clients on new digital solutions and adapt to technology enhancements
- Escalate concerns while complying with operational, risk, and credit requirements
- Participate in virtual and in-person client events, including financial education, business lifecycle advisory, and client celebrations
Requirements
What you’ll need- Bachelor’s degree in accounting or finance or equivalent financial services education, training, and work-related experience
- 5+ years sales / client management relationship with Small Business or Business Banking clients
- 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
- English language fluency required
- Completion of a credit training course or cash cycle training course (preferred)
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
- No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 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)