Truist · 11 hours ago
Business Connect Advisor II- Miami
Fort Lauderdale, FL
Full-time
Onsite
Mid, Senior Level
4+ years expTruist is a financial services company focused on delivering solutions to Commercial Community Bank clients. The Business Connect Advisor II will work in a team environment to advise clients with complex relationships and provide tailored solutions while ensuring exemplary service levels.
BankingFinanceFinancial Services
Responsibilities
Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of 'Ease, Expertise, Care'
Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist
Discern and identify potential opportunities through value-added 'life-cycle' conversations with clients and prospects
Translate opportunities into actionable solutions and products offered by Truist
Utilize network and contacts in a virtual environment to identify and engage prospects to convey Truist value proposition and why Truist is the banking partner of choice
Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc
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
Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends
Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance
Mentor and guide teammates as requested by their leader
Adapt to technology enhancements swiftly and advise clients on new digital solutions
Escalate concerns promptly to their leader for awareness
Comply with all operational, risk, and credit requirements
Meet/exceed designated performance metrics which may entail higher goals
Qualification
Required
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 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
Proficiency in the following competencies: business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving
Preferred
Bachelor's degree in Accounting, Finance or related field
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
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