Job Description :
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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:
Identify, solicit, develop, manage, service, retain and grow long-term profitable business banking relationships for companies with $2MM to $5MM in annual sales. Offer a full range of loan, deposit, and fee-based services to new and existing business banking clients. Refer additional client needs identified through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I II) should be differentiated based on years of banking experience and overall potential in the role per leadership discretion.
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. Leverage the Truist Sales Process and Financial Insights to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
2. Manage, service and grow an assigned book of business banking clients. Execute on prospecting activities to grow new business banking households.
3. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
4. Proactively contact clients to fully develop business banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system.
6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
QUALIFICATIONS
Required 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. Bachelor's degree in Business, or equivalent education and related training
2. More than three (3) years of experience in banking industry or related work experience
3. Possess an understanding of major technical aspects of underwriting, loan structure and deposits, and have a clear understanding of credit and finance
4. Excellent verbal and written communication skills
5. Proven self-starter with problem-solving abilities
6. Demonstrated ability to work in a team environment
7. Very organized and efficient with demonstrated attention to detail and follow-up
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
Winston-Salem, NC
BB&T Corporation, a holding company, provides banking and trust services for small and mid-size businesses, public agencies, local governments, corporations, and individuals in the Southeastern and Mid-Atlantic United States. The company operates through four segments: Community Banking Retail and Consumer Finance, Community Banking Commercial, Insurance Holdings, and Financial Services and Commercial Finance. Its deposit products include noninterest-bearing checking, interest-bearing checking, savings, and money market deposit accounts, as well as certificates of deposit and individual retirement accounts. The company also provides funding; asset management; automobile lending; bankcard lending; consumer finance; home equity and mortgage lending; insurance, such as property and casualty, life, health, employee benefits, commercial general liability, surety, title and other insurance products; investment brokerage; mobile/online banking; and payment, lease financing, small business lending, and wealth management/private banking services.
In addition, it offers association, capital market, institutional trust, insurance premium and commercial finance, international banking, leasing, merchant, commercial deposit and treasury, commercial middle market lending, floor plan lending, commercial mortgage lending, mortgage warehouse lending, private equity investment, real estate lending, and supply chain financing services. Further, the company provides retail brokerage, equity and debt underwriting, investment advice, and corporate finance, as well as facilitates the origination, trading, and distribution of fixed-income securities and equity products.
It also offers discount brokerage services, equities, fixed-rate and variable-rate annuities, mutual funds, and government and municipal bonds. As of December 31, 2018, the company operated through approximately 1,879 financial centers. The company was founded in 1872 and is headquartered in Winston-Salem, North Carolina.