Truist · 2 days ago
Small Business Direct Advisor-Orlando
Orlando, FL
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Small Business Direct Advisor to deliver relationship managed advice and expertise to small business clients. The role involves assessing client needs, providing financial solutions, and ensuring exemplary service through collaboration with various teams.
BankingFinanceFinancial Services
Responsibilities
Align with and embody Truist’s purpose, mission, values while consistently executing the Small Business value proposition of “Ease, Expertise, Care”
Meet with clients via telephone to assess client needs, review 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
Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist
Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects
Manage/solve complex issues for clients, by maintaining a strong understanding of resources within Truist. Leverage branch, care center and other partners to deliver an exceptional client experience
Utilize network and contacts in a virtual environment to deliver for clients and prospects. This includes, partnering with Integrated Relationship Management and supporting partner teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment
Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
Maintain understanding of Truist capabilities and solutions and general industry/market trends
Meets individual performance goals of revenue/profit growth matrix, client experience and operational / risk expectations while participating as an integral member, contributing to the overall team’s performance
Adapt to technology enhancements swiftly and advise clients on new digital solutions
Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements
Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration
Qualification
Required
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 remaining current on 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
Preferred
Completion of a credit training course or cash cycle training course
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
Company data provided by crunchbase