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Truist Small Business Direct Consultant-Dallas, Atlanta, Orlando, in Orlando, Florida

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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:

These roles are hybrid roles and require working in the office/hub locations 4 days per week. Hub locations are in Atlanta, Dallas, Charlotte and Orlando.

Responsible for meeting the needs of Small Business clients that are domiciled in the Retail Community Bank. This involves both a reactive and proactive team approach, working directly with clients, branch bankers, underwriters and product specialists through telephone contact. Primary responsibility is to manage and grow Small Business client relationships, including sole proprietors, non-profits and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full range of financial products and services including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance and employee benefits. Performance goals include growth of and retention of client relationships and service excellence.


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. Meet with clients via telephone to assess client needs, review their 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.

  2. Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.

  3. Proactively contact targeted clients, sharing with them the impact Truist can have on their Small Business and setting up appointments for deeper conversations and a complete financial review.

  4. Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank.

  5. Meets individual performance goals of revenue/profit growth matrix on a quarterly basis


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. 4 year college degree

  2. 5 years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients.

  3. Strong knowledge of how a business operates and the full set of financial solutions needed by a Small Business. In-depth knowledge of financial services sales process and cycle.

  4. Demonstrated ability to conduct business via telephone, 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. 2 years or more experience as a Small Business Banker, Business Banking Relationship Manager, or Branch Leader/Manager

  2. 2 years or more phone-based sales experience of banking/financial products or solutions.

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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