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Truist Small Business Banking Direct Team Lead- McLean, VA in McLean, Virginia

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This role must be located in McLean, VA. It is a hybrid role and required to be in office 4 days per week.

Directly manage and coach a team of 10-20 phone-based Small Business Banking Consultants and Relationship Specialist support staff across multiple locations. Responsible for performance management, coaching, training & development, hiring, monitoring risk controls of staff. Maintains strong partnerships with numerous senior stakeholders, including Market Executives, Region Executives, Market Execution Leaders, Senior Product Managers, and others to ensure alignment and client-centric delivery. Small Business Banking Consultants are experienced sales teammates who provide expert advice, consulting and product recommendations to Small Business clients across all of their financial needs, including deposits, digital services, treasury services, lending, credit card, merchant services, insurance and other products.


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.

List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

  1. Hire and train staff of Small Business Banking Consultants.

  2. Ensure all client engagement, advice and sales activities are fully aligned to Truist's Purpose, Mission and Values through training, coaching and call monitoring.

  3. Manage and drive sales performance of Small Business Banking Consultant staff, ensuring achievement of goals, including production across 10+ product categories, client retention, client deepening and revenue growth. Monitor performance reporting to ensure balanced performance across multiple objectives.

  4. Manage weekly sales activities including facilitating sales calls, inspecting calling and referral activity, managing pipeline and holding Small Business Banking Consultants accountable for commitments.

  5. Execute on Integrated Relationship Management (IRM) and development and delivery of custom solutions, including specific efforts to serve the retail banking needs of our clients' owners/management/associates (e.g. Commercial, Insurance, Premier Banking, Truist@Work).

  6. Lead team through Truist's Consultative Sales Conversation to ensure the process is properly implemented and mastered, and documented through active personal participation and by monitoring and evaluating results.


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. College Degree or and Equivalent combination of education and work experience

  2. 15+ years of sales / client relationship management experience in banking/financial products, including 7+ years sales / client management relationship with Small Business or Business Banking clients.

  3. 5+ years of sales performance management experience in financial services

  4. Expert-level understanding of business financial management, the business cash flow cycle, and the full set of financial solutions needed by a Small Business, including Credit, Treasury and personal financial management solutions for business owners. In-depth knowledge of business banking sales process and cycle. In-depth knowledge of business financial statements and tax returns as used in business credit applications.

  5. Demonstrated ability to manage and coach phone-based sales teams, including proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs.

Preferred Qualifications:

  1. Completion of Formal Credit Training Program

  2. 10+ years' proven experience leading successful sales team across multiple geographies

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 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.

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