Current jobs related to Small Business Direct Consultant-Dallas, Atlanta, Orlando, - Atlanta, Georgia - Truist Financial
-
Small Business Financial Advisor
2 weeks ago
Atlanta, Georgia, United States The Bank of America Corporation Full timeEmpowering Small Businesses in the East Atlanta RegionWe are committed to helping small businesses thrive in the East Atlanta region through our comprehensive financial solutions. Our team of experts provides personalized support to help businesses achieve their goals and overcome challenges.Key Responsibilities:Develop and implement financial strategies to...
-
Small Business Financial Advisor
2 weeks ago
Atlanta, Georgia, United States The Bank of America Corporation Full timeEmpowering Small Businesses in the East Atlanta AreaWe are committed to helping small businesses thrive through our comprehensive financial solutions. As a Financial Services Representative, you will play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Develop and implement tailored financial...
-
Atlanta, Georgia, United States Bank of America Full timeJob Title: Small Business Banker- East Atlanta, GA Area Job Summary: We are seeking a highly motivated and experienced Small Business Banker to join our team in East Atlanta, GA. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Key...
-
Senior Business Consultant
1 week ago
Atlanta, Georgia, United States Experient Group Full timeAbout UsExperient Group is a forward-thinking business and IT consultancy based in Atlanta, GA. We deliver tailored solutions that meet our clients' unique needs, culture, and budget. Our team is dedicated to exceeding client expectations through collaborative efforts and a commitment to excellence.Job DescriptionWe are seeking a highly skilled Senior...
-
Senior Business Consultant
4 days ago
Atlanta, Georgia, United States Experient Group Full timeAbout UsExperient Group is a forward-thinking business and IT consultancy that delivers tailored solutions to meet the unique needs of our clients.We pride ourselves on our collaborative approach, working closely with clients to understand their business and provide expert guidance to drive results.Job SummaryWe are seeking a Senior Consultant to join our...
-
Atlanta, Georgia, United States MongoDB Full timeAbout the RoleMongoDB is seeking a highly skilled and experienced Lead Consultant to join our Application Development team in Atlanta. As a key member of our team, you will be responsible for leading the technical aspects of our cloud migration projects, leveraging the latest GenAI tools and approaches to accelerate the process.Key ResponsibilitiesLead...
-
Business Systems Analyst
6 days ago
Atlanta, Georgia, United States City of Atlanta, GA%%%City of Atlanta Full timeJob Title: Business Systems AnalystJoin the City of Atlanta, GA team as a Business Systems Analyst and contribute to the development of automated systems that drive business efficiency.About the RoleWe are seeking a highly skilled Business Systems Analyst to analyze complex business problems and design automated systems that meet user requirements. As a key...
-
Business Systems Analyst
3 days ago
Atlanta, Georgia, United States City of Atlanta, GA;City of Atlanta Full timeJob SummaryWe are seeking a highly skilled Business Analyst to join our team in the Mayor's Office of Strategy. As a key member of our team, you will play a critical role in supporting the planning and execution of critical mayoral and city-wide strategic plans and initiatives.Key ResponsibilitiesLead business analysis efforts to drive decision-making and...
-
LPN - LTC Position in Atlanta
1 week ago
Atlanta, Georgia, United States Northside Hospital Atlanta Full timeLPN - LTC Position in AtlantaWe are seeking a skilled Licensed Practical Nurse (LPN) to join our team at Northside Hospital Atlanta. This is a unique opportunity to work in a long-term care setting, providing high-quality patient care and making a meaningful difference in the lives of our patients.Job Summary:Specialty: LTCCity: AtlantaState: GeorgiaAbout...
-
Urologist Opportunities in Metro Atlanta
4 days ago
Atlanta, Georgia, United States Piedmont Atlanta Hospital Full timePiedmont Healthcare Urology OpportunityPiedmont Healthcare is seeking a Board Certified/Board Eligible Urologist to join our team in Atlanta, GA. As a urologist at Piedmont, you will have the opportunity to work with a collaborative and close-knit team, providing high-quality care to our patients.Key Responsibilities:Perform basic urologic proceduresWork...
-
Investment Consultant
3 hours ago
Atlanta, Georgia, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our Branch Network team in Atlanta. As an Investment Consultant, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions, and driving business growth.Key...
-
P&C Consulting Actuary
2 weeks ago
Atlanta, Georgia, United States Pryor Associates Executive Search Full timePryor Associates Executive Search is seeking a highly skilled P&C Consulting Actuary to join our team in Atlanta.About the Role:We are looking for a seasoned actuary with expertise in providing consulting services to P&C insurance companies. The ideal candidate will have a strong background in loss reserving, actuarial opinions, and audits, as well as...
-
Security Officer
2 weeks ago
Atlanta, Georgia, United States City of Atlanta Full timeJob SummaryWe are seeking a highly skilled and dedicated Security Officer to join our team at the City of Atlanta. As a Security Officer, you will play a critical role in ensuring the safety and security of our employees, visitors, and facilities.Key ResponsibilitiesEnforce city and state laws, ensuring the safety of staff, visitors, and property.Maintain...
-
Senior IT Business Consultant
4 weeks ago
Atlanta, Georgia, United States SilverXis, Inc. Full timeJob OverviewPosition: Senior IT Business ConsultantLocation: Atlanta, GA (Onsite)Interview Process: Webcam OnlyCompensation: $45.00 Per hour W2 (Local Candidates Preferred)SilverXis Inc. is in search of a skilled professional to fill the role of Senior IT Business Consultant within our esteemed agency located in Atlanta, Georgia.Qualifications...
-
Business Development Consultant
3 weeks ago
Atlanta, Georgia, United States Bath Fitter Full timeJob DescriptionJob Summary:We are seeking a highly motivated and experienced Commercial Sales Consultant to join our team at Bath Fitter. As a Commercial Sales Consultant, you will be responsible for planning, developing, and implementing all aspects of the Commercial Account Management process.Key Responsibilities:Identify and engage with key...
-
Business Systems Analyst
3 days ago
Atlanta, Georgia, United States City of Atlanta, GA;City of Atlanta Full timeJob Title: Business Systems AnalystJoin the City of Atlanta, GA team as a Business Systems Analyst and play a key role in analyzing complex business problems to be solved with automated systems.Job SummaryWe are seeking a highly skilled Business Systems Analyst to join our team. The successful candidate will analyze business problems to be solved with...
-
Educational Governance Consultant
4 weeks ago
Atlanta, Georgia, United States Atlanta Public Schools Full timePosition Type: DISTRICT SUPPORT/SPECIALIST Location: SE: Strategy & Governance POSITION SUMMARY The Educational Governance Consultant plays a vital role in executing the operational framework of the APS charter system. This position entails supporting school governance adherence, managing elections, and facilitating school flexibility initiatives, while also...
-
Small Business Financial Solutions Specialist
2 weeks ago
Atlanta, Georgia, United States Bank of America Full timeJob Summary:We are seeking a highly motivated and experienced Banking Professional to join our team as a Small Business Financial Solutions Specialist. As a key member of our team, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.Key Responsibilities:Manage the end-to-end client...
-
Travel Nurse Position in Atlanta
2 days ago
Atlanta, Georgia, United States Travel Nurse Source Full timeTravel Nurse Job Opportunity in Atlanta, GAWe are working with Advantis Medical Staffing to find a qualified Telemetry Registered Nurse (RN) for a new travel job in Atlanta, GA.About the PositionThis travel job offers a contract duration of 13 weeks and a Night shift. As a Telemetry travel nurse, you will provide compassionate and high-quality care to...
-
Atlanta, Georgia, United States The Curare Group Full timeExcellent Opportunity for a Neurologist in Metro AtlantaA Board Certified or Eligible Neurologist is sought for an outpatient-only position just 30 minutes outside downtown Atlanta. This opportunity combines Sleep Medicine with Medical Directorship, providing a unique and challenging experience.Practice Details:Hospital Employee, Outpatient onlyTelephone...
Small Business Direct Consultant-Dallas, Atlanta, Orlando,
3 months ago
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?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (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:
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.ESSENTIAL DUTIES AND RESPONSIBILITIES:
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.- 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.
- 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
QUALIFICATIONS
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.
- 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.
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.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
