Small Business Direct Consultant

Truist

Small Business Direct Consultant managing and growing client relationships for Small Business clients in financial services. In-office role focusing on sales and client management.

Posted 7/17/2026full-timeCharlotte • North Carolina, South Carolina, Tennessee • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial solutions for Small Business clients, with a strong focus on proactive communication and problem-solving. Proven ability to meet performance goals in revenue and profit growth through effective financial reviews and recommendations.

Highest-signal resume keywords

Client Relationship ManagementFinancial Solutions KnowledgeSales Process ExpertiseProactive CommunicationRevenue Growth Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ManagementSales StrategyCash Cycle AnalysisCredit Request FacilitationFinancial Review Conducting

Soft Skills

Building RapportUnderstanding Client NeedsProblem SolvingEffective Communication

Certifications & Qualifications

4 Year College Degree

Industry Keywords

BankingFinancial ProductsSmall BusinessFinancial Services

About the role

Key responsibilities & impact

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
Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist
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
Facilitate credit requests within Retail Community Bank thresholds and refer larger credit opportunities to the Commercial Community Bank
Meets individual performance goals of revenue/profit growth matrix on a quarterly basis

Requirements

What you’ll need

4 year college degree
5 - 10+ years of sales / client relationship management experience in banking/financial products, including significant experience with Small Business clients
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
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

Benefits

Comp & perks

Medical, dental, vision, life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during first year of employment
10 sick days and paid holidays