Truist · 4 hours ago
Small Business Direct Advisor-Orlando
Orlando, FL
Full-time
Onsite
Mid LevelTruist Bank is focused on delivering ease, expertise, and care to small business clients through their Small Business Direct team. The Small Business Direct Advisor will provide relationship-managed advice and expertise, working collaboratively to address the needs of clients and ensure exemplary service levels.
BankingFinanceFinancial Services
Responsibilities
Perform application and fulfillment process directly on some solutions
Make referrals to product and fulfillment experts, as required
Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects
Manage/solve complex issues for clients, by maintaining a strong understanding of resources within Truist. Leverage branch, care center and other partners to deliver an exceptional client experience
Utilize network and contacts in a virtual environment to deliver for clients and prospects. This includes, partnering with Integrated Relationship Management and supporting partner teammates to deliver high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service
Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services (follow-up with partners/support teammates, document conversations, fulfill solutions, etc.) in a fast-paced environment
Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
Maintain understanding of Truist capabilities and solutions and general industry/market trends
Meets individual performance goals of revenue/profit growth matrix, client experience and operational / risk expectations while participating as an integral member, contributing to the overall team’s performance
Adapt to technology enhancements swiftly and advise clients on new digital solutions
Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements
Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration
Qualification
Required
Language Fluency: English (Required)
This role is required to work in office five days per week at the Orlando hub location listed on the requisition
The Small Business Direct Advisor works alongside a pre-defined team to deliver relationship managed advice and expertise in a pooled model approach
The book of business managed by Small Business Direct Advisors is typically complex in nature and includes, though not limited to, depository, treasury, lending, and premier solutions
Small Business Direct Advisors will leverage their small business expertise and business acumen to facilitate relationship building and advisory conversations
They will partner with the Integrated Relationship Management team to deliver a suite of solutions tailored to solve the needs of clients and prospects and ensure service levels are exemplary
Small Business Direct Advisors are responsible for exhibiting key behaviors that align with Truist Code of Ethics and support our risk management culture, exercising sound judgment and executing assigned responsibilities with integrity and honesty
Perform application and fulfillment process directly on some solutions
Make referrals to product and fulfillment experts, as required
Discern and identify potential opportunities through value-added Small Business life cycle conversations with clients and prospects
Manage/solve complex issues for clients, by maintaining a strong understanding of resources within Truist
Leverage branch, care center and other partners to deliver an exceptional client experience
Utilize network and contacts in a virtual environment to deliver for clients and prospects
Manage product and solution opportunity pipeline to fulfillment including deposit, loan, and fee-based services in a fast-paced environment
Demonstrate business acumen, industry knowledge, and organizational skills through pre-call planning, advising, and follow-up
Maintain understanding of Truist capabilities and solutions and general industry/market trends
Meets individual performance goals of revenue/profit growth matrix, client experience and operational / risk expectations while participating as an integral member, contributing to the overall team's performance
Adapt to technology enhancements swiftly and advise clients on new digital solutions
Escalate concerns promptly to their leader for awareness while complying with all operational, risk, and credit requirements
Participate in client events, both virtually and in-person to include but not limited to, financial education, business lifecycle advisory and client celebration
Preferred
Completion of a credit training course or cash cycle training course
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
Founded in 2019
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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