Business Connect Advisor II- Miami
Company: Truist Bank
Location: Miami
Posted on: April 2, 2026
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Job Description:
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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: These roles will be office centric
requiring working in office five days per week in the locations
listed on the requisition. Business Connect focuses on delivering
Truist to a segment of Commercial Community Bank clients through a
virtual delivery environment, providing for an easier method of
contact, expertise, and servicing. The Business Connect Advisor II
works in a team environment to advise a pool of clients with
complex relationships including but not limited to
depository/treasury, lending and wealth solutions. Business Connect
Advisor IIs will leverage their expertise and business acumen to
facilitate relationship building and advising conversations and may
be aligned to engage with more complex clients and prospects (such
as businesses with multifaceted organizational structure or
relationship needs). They will partner with Integrated Relationship
Management teammates to deliver a suite of solutions tailored to
solve the needs of clients and prospects and ensure service levels
are exemplary. Business Connect Advisor IIs are responsible for
exhibiting key behaviors that align with Truist Code of Ethics and
support risk management culture, exercising sound judgment and
execute assigned responsibilities with integrity and honesty.
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.
Job Description: 1. Align with and embody Truist’s purpose,
mission, value statement and the Business Connect value proposition
of “Ease, Expertise, Care” 2. Demonstrate exceptional communication
skills: clear, concise, and friendly conversationalist 3. Discern
and identify potential opportunities through value-added
“life-cycle” conversations with clients and prospects 4. Translate
opportunities into actionable solutions and products offered by
Truist 5. Utilize network and contacts in a virtual environment to
identify and engage prospects to convey Truist value proposition
and why Truist is the banking partner of choice 6. Partner with
Integrated Relationship Management and supporting teammates to
deliver high-quality strategic business reviews that drive revenue
growth, retention, and exceptional client service 7. Demonstrate
business acumen, industry knowledge, and organizational skills
through pre-call planning, advising, and follow-up 8. Process more
complex transactions that could entail multi-layered business
structure, complex deposit and treasury needs, intricate lending
structures, etc. 9. 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
10. Maintain subject matter expert level of understanding as it
relates to Truist capabilities and solutions and general
industry/market trends 11. Participate as an integral member of a
Business Connect Squad, contributes as an individual producer with
impact to the overall squad’s performance 12. Mentor and guide
teammates as requested by their leader 13. Adapt to technology
enhancements swiftly and advise clients on new digital solutions
14. Escalate concerns promptly to their leader for awareness 15.
Comply with all operational, risk, and credit requirements 16.
Meet/exceed designated performance metrics which may entail higher
goals 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. Bachelor’s
degree or equivalent financial services education, training, and
work-related experience 2. Four or more years of Business or
Commercial Banking sales (or relevant) experience, with a
demonstrated ability to drive for results 3. General knowledge of
business banking products, lending, cash cycle, sales process, and
remaining current on market/industry/business knowledge 4.
Relationship-building and negotiation skills with clients,
management, and partners 5. Excellent verbal and written
communication skills 6. Proficiency in basic computer applications
including Microsoft Office and virtual connectivity software 7.
Proficiency in the following competencies: business acumen,
interpersonal savvy, priority setting, dealing with complex
interactions and problem solving Preferred Qualifications: 1.
Bachelor’s degree in Accounting, Finance or related field 2.
Completion of a credit training course or cash cycle training
course 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 is an
Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work
Keywords: Truist Bank, Lauderhill , Business Connect Advisor II- Miami, Accounting, Auditing , Miami, Florida