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Business Connect Advisor- DC/MD

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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:

This role can work remote but must live in the DC/MD geography

Business Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with complex relationships including but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). They will partner with Integrated Relationship Management teammates to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary. Business Connect Advisor IIs are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support risk management culture, exercising sound judgment and execute assigned responsibilities with integrity and honesty.

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. 

Job Description:
1.    Align with and embody Truist’s purpose, mission, value statement and the Business Connect value proposition of “Ease, Expertise, Care” 
2.    Demonstrate exceptional communication skills: clear, concise, and friendly conversationalist 
3.    Discern and identify potential opportunities through value-added “life-cycle” conversations with clients and prospects 
4.    Translate opportunities into actionable solutions and products offered by Truist 
5.    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 
6.    Partner with Integrated Relationship Management and supporting teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service 
7.    Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up 
8.    Process more complex transactions that could entail multi-layered business structure, complex deposit and treasury needs, intricate lending structures, etc. 
9.    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 
10.    Maintain subject matter expert level of understanding as it relates to Truist capabilities and solutions and general industry/market trends 
11.    Participate as an integral member of a Business Connect Squad, contributes as an individual producer with impact to the overall squad’s performance 
12.    Mentor and guide teammates as requested by their leader 
13.    Adapt to technology enhancements swiftly and advise clients on new digital solutions 
14.    Escalate concerns promptly to their leader for awareness 
15.    Comply with all operational, risk, and credit requirements 
16.    Meet/exceed designated performance metrics which may entail higher goals

 

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 or equivalent financial services education, training, and work-related experience 
2.    Four or more years of Business or Commercial Banking sales (or relevant) experience, with a demonstrated ability to drive for results 
3.    General knowledge of business banking products, lending, cash cycle, sales process, and remaining current on market/industry/business knowledge 
4.    Relationship-building and negotiation skills with clients, management, and partners 
5.    Excellent verbal and written communication skills 
6.    Proficiency in basic computer applications including Microsoft Office and virtual connectivity software 
7.    Proficiency in the following competencies:  business acumen, interpersonal savvy, priority setting, dealing with complex interactions and problem solving
Preferred Qualifications:
1.    Bachelor’s degree in Accounting, Finance or related field 
2.    Completion of a credit training course or cash cycle training course 
The annual base salary for this position is $95,000 - $110,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Average salary estimate

$102500 / YEARLY (est.)
min
max
$95000K
$110000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Business Connect Advisor- DC/MD, Truist

Join Truist as a Business Connect Advisor in Laurel, Maryland, where you’ll play a pivotal role in delivering exceptional banking services to our Commercial Community Bank clients. From the comfort of your home office, you’ll provide tailored banking solutions in a virtual environment that promotes ease of access and a personal touch. As a Business Connect Advisor II, you will harness your expertise and business acumen to foster strong relationships with complex clients, addressing their needs across depository/treasury, lending, and wealth solutions. Collaboration is key—partnering with Integrated Relationship Management teammates, you'll conduct strategic business reviews that not only drive client satisfaction but also contribute to revenue growth. Your knack for clear and friendly communication will be essential as you engage in meaningful conversations to uncover opportunities and create actionable solutions. Expect to work with a diverse client base, each with distinct challenges, and utilize your industry knowledge to navigate intricate transactions. In this role, you'll embody Truist’s mission and culture, demonstrating integrity and sound judgment while adhering to risk management practices. If you have a strong background in business or commercial banking sales, combined with excellent relationship-building skills, this position may be the perfect fit for you. We’re excited to see how you will contribute to our commitment to quality service and customer care.

Frequently Asked Questions (FAQs) for Business Connect Advisor- DC/MD Role at Truist
What are the key responsibilities of a Business Connect Advisor at Truist?

As a Business Connect Advisor at Truist, your responsibilities span a diverse range of tasks including advising clients on complex banking needs, managing relationships, and providing tailored solutions. You will work closely with Integrated Relationship Management teams to deliver strategic business reviews, identify opportunities, and facilitate transactions suited to each client's unique situation. Excellent communication and relationship-building skills are essential.

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What qualifications are needed to become a Business Connect Advisor II at Truist?

To be a successful candidate for the Business Connect Advisor II position at Truist, you need a bachelor’s degree or equivalent financial services experience, along with at least four years in business or commercial banking sales. A solid understanding of business banking products and excellent interpersonal skills are also critical for navigating complex client relationships.

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How does Truist support work-life balance for Business Connect Advisors?

Truist values work-life balance and offers the flexibility of remote work for Business Connect Advisors, as long as you reside within the DC/MD area. Additionally, the company provides generous vacation days, sick leave, and paid holidays to ensure that employees have ample time for personal commitments and relaxation.

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What growth opportunities exist for Business Connect Advisors at Truist?

At Truist, Business Connect Advisors are encouraged to grow their careers through mentorship, ongoing training, and skill development. You’ll have opportunities to advance within the organization by excelling in client relations and demonstrating leadership within your team. Continuous learning and staying updated on industry trends are vital to your professional growth in this role.

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What is the salary range for the Business Connect Advisor II position at Truist?

The annual salary for the Business Connect Advisor II position at Truist ranges from $95,000 to $110,000, reflecting your expertise, experience, and contribution to the organization. Besides competitive pay, Truist also offers a comprehensive benefits package including medical, dental, and retirement plans.

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Common Interview Questions for Business Connect Advisor- DC/MD
How do you approach building relationships with clients as a Business Connect Advisor?

In the role of a Business Connect Advisor, it's essential to listen actively to clients' needs and demonstrate empathy. Building rapport entails understanding their business challenges and offering tailored solutions. Sharing relevant industry insights helps establish credibility and fosters long-term relationships.

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Can you describe a challenging banking situation you successfully managed?

When discussing a challenging banking situation, focus on your problem-solving skills and ability to remain calm under pressure. Use the STAR method (Situation, Task, Action, Result) to detail the context, what your responsibilities were, the steps you took, and the positive outcome of your actions.

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What strategies do you use to identify client needs effectively?

I utilize proactive listening and questioning techniques to uncover clients' needs. Additionally, conducting thorough pre-call research and engaging clients in meaningful conversations allows me to understand their objectives, leading to more personalized solutions.

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How do you stay updated on industry trends and regulations that affect banking?

I actively participate in professional organizations, subscribe to industry publications, and attend webinars and conferences. Networking with colleagues also provides insights into emerging trends and regulatory changes that impact our clients.

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What role does teamwork play in the success of a Business Connect Advisor?

Teamwork is crucial in this role; collaborating with Integrated Relationship Management and other teams enables us to provide comprehensive solutions for clients. Regular communication and sharing of insights lead to more effective strategies and higher client satisfaction.

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How would you handle a situation where a client is dissatisfied?

In the event of client dissatisfaction, I would remain calm and listen attentively to their concerns. Acknowledging their frustrations and discussing possible resolutions promptly helps rebuild trust and demonstrates my commitment to their satisfaction.

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Describe how you prioritize tasks in a fast-paced environment.

I prioritize tasks by assessing urgency and impact on client relationships. Using tools such as task management software and calendars, I can effectively manage my time while ensuring tasks are completed efficiently and deadlines are met.

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What tools or software do you use to enhance your productivity as a Business Connect Advisor?

I leverage CRM systems for client management, utilize communication platforms for virtual meetings, and use analytical tools to track performance metrics. Familiarity with Microsoft Office for documentation and planning is also essential.

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How do you ensure compliance with banking regulations in your role?

I stay informed about banking regulations through continuous education and compliance training. Adhering to protocols and regularly reviewing procedures with my team maintain our commitment to compliance and risk management.

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What motivates you to succeed as a Business Connect Advisor?

I am driven by the opportunity to make a significant impact on clients’ businesses while fostering strong relationships. Being part of a team that values care, expertise, and ease aligns with my personal values and motivates me to achieve exceptional results.

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For our clients: Provide distinctive, secure and successful client experiences through touch and technology. For our teammates: Create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers. Fo...

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DATE POSTED
March 30, 2025

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