Truist Financial

Small Business Direct Consultant

Truist Financial

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Truist Financial, a leading financial institution that is dedicated to helping small businesses thrive and grow. We are currently seeking a driven and knowledgeable Small Business Direct Consultant to join our team and provide expert guidance and support to our small business clients. As a Small Business Direct Consultant, you will have the opportunity to use your expertise and passion for helping small businesses succeed to make a significant impact. If you are a self-motivated individual with a strong understanding of the financial needs of small businesses and a passion for providing exceptional customer service, we encourage you to apply for this exciting opportunity.

  1. Provide expert guidance and support to small business clients.
  2. Utilize knowledge and understanding of financial needs of small businesses to make a significant impact.
  3. Demonstrate a strong understanding of Truist Financial products and services to effectively assist clients.
  4. Develop and maintain relationships with small business clients, understanding their unique needs and providing tailored solutions.
  5. Act as a trusted advisor to small business clients, offering personalized recommendations and advice.
  6. Stay updated on industry trends and changes to provide the most up-to-date information to clients.
  7. Work closely with other team members to ensure a seamless and positive client experience.
  8. Maintain a high level of customer service, responding promptly to inquiries and resolving any issues or concerns.
  9. Promote and cross-sell Truist Financial products and services to small business clients.
  10. Meet and exceed sales goals and targets set by the company.
  11. Collaborate with internal departments to ensure efficient and effective processes for small business clients.
  12. Continuously seek opportunities for professional development to enhance knowledge and skills.
  13. Uphold Truist Financial's values and represent the company in a professional and positive manner at all times.
  14. Maintain accurate and thorough records of client interactions and transactions.
  15. Comply with all regulatory and compliance requirements.
  16. Act as a brand ambassador for Truist Financial, promoting its mission and values.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Bachelor's Degree In Business Administration Or Related Field: A Strong Educational Background In Business Is Essential For A Small Business Direct Consultant, As They Will Need To Have A Thorough Understanding Of Financial Principles And Practices.

  • Experience In Small Business Consulting: Candidates Should Have Prior Experience Working With Small Businesses, Preferably In A Consulting Role. This Will Demonstrate Their Knowledge Of The Unique Challenges And Needs Of Small Businesses.

  • Knowledge Of Financial Products And Services: Truist Financial Offers A Wide Range Of Financial Products And Services To Small Businesses. Therefore, Candidates Should Have A Strong Understanding Of These Offerings And How They Can Benefit Small Business Owners.

  • Strong Communication And Interpersonal Skills: As A Small Business Direct Consultant, Candidates Will Be Working Closely With Small Business Owners, Providing Them With Guidance And Support. Therefore, Excellent Communication And Interpersonal Skills Are Essential For Building Relationships And Effectively Conveying Information.

  • Results-Driven And Goal-Oriented: Truist Financial Values Candidates Who Are Motivated And Driven To Achieve Results. As A Small Business Direct Consultant, Candidates Should Be Able To Set And Meet Goals, And Be Able To Work Independently To Drive Their Own Success.

Required Skills
  • Financial Analysis

  • Project Management

  • Data Analysis

  • Market Research

  • Budget management

  • Digital Marketing

  • Customer Relations

  • Risk assessment

  • Business planning

  • Sales Strategy

  • Strategic consulting

  • Performance evaluation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Small Business Direct Consultant in Atlanta, GA, USA is $65,000 to $100,000 per year. Salaries may vary depending on the individual's level of experience, education, and the specific company they work for. Additionally, bonuses and other benefits may also impact the overall salary package.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 2nd, 2024
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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