Home
/
Comprehensive
/
Business Connect Advisor
Business Connect Advisor-March 2024
Charlotte
Mar 28, 2026
About Business Connect Advisor

  The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

  Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)

  If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)

  (accommodation requests only; other inquiries won't receive a response).

  Regular or Temporary:

  Regular

  Language Fluency: English (Required)

  Work Shift:

  1st shift (United States of America)

  Please review the following job description:

  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:

  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

  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.

  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 Qualifications:

  Bachelor’s degree in Accounting, Finance or related field

  Completion of a credit training course or cash cycle training course

  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 (https://benefits.truist.com/)

  . 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

  Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Director of Planned Giving
Job Description Insight Global is looking for a Director of Planned giving for one of their largest healthcare clients located in Sonoma County, CA. Planned gifts account for 60%-70% of the total gif
Driver
Hertz, an industry leader is seeking high-charged, high-energy, team driven individuals to work as a vehicle transporter. As a transporter you will have the opportunity to drive Hertz cars while gett
Warehouse Associate (GA, LaGrange)
Warehouse Associate (GA, LaGrange)GA, LaGrange At Five Star Breaktime Solutions , our Warehouse Associates receive the work orders, pull the snacks/drink items and place them in the designated areas
Software Engineer (Systems)
Summary: Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed
Clinic Operations Manager - Slidell LA
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people f
Director of Education and Inclusivity - National Science Foundation (NSF) Engineering Research Center (ERC) for the Internet of Things for Precision Agriculture (IoT4Ag)
University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school c
US CV Medical Scientific Liaison
Job title: Medical Science Liaison (1) Division/business unit: Medical Affairs Diabetes Cardiovascular Medical Location: Boston This is a remote-based position. The territory for this role includes N
Sr. Salesforce Developer
Job Description As a valued colleague on our team, you will collaborate with team in designing, producing, testing, or implementing moderately complex software, technology, or processes, as well as c
Program Manager
Summary About the Position: Deputy to the Deputy District Engineer for Programs and Project Management (DDPM), reporting to the Deputy District Engineer for Programs and Project Management (DPM), and
Workday Absence & Time Tracking Consultant
Introduction In this role, you'll work in our IBM Client Innovation Center (CIC), where we deliver deep technical and industry expertise to a wide range of public and private sector clients around th
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved