Truist Financial

Small Business Development Executive

Truist Financial$100K — $130K *
Business Services
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Economics, Accounting, or related field.
  • 15+ years of experience in Business Banking, Small Business, Commercial Banking, or Financial Services.
  • Proven success in building and leading high-performing sales organizations.
  • Demonstrated track record in client acquisition, revenue growth, and market expansion.
  • Experience leading geographically dispersed teams and influencing across matrixed organizations.
  • Strong knowledge of business lending, deposits, treasury management, and relationship banking.
  • Exceptional communication and relationship management skills.

Responsibilities

  • Build and lead a specialized Small Business Development team focused on acquiring new Small Business clients.
  • Develop and execute market-specific strategies to increase client acquisition and market penetration.
  • Establish disciplined business development routines across the organization.
  • Build Centers of Influence networks and strategic partnerships to generate prospect pipelines.
  • Drive execution of sales campaigns aligned to Small Business objectives.
  • Ensure coordination across different banking sections to provide seamless client experience.
  • Act as escalation point for significant client opportunities and strategic relationships.

Benefits

  • Comprehensive medical, dental, and vision insurance options.
  • Life insurance and disability coverage included.
  • Access to tax-preferred savings accounts and a 401k plan.
  • At least 10 days of vacation and 10 sick days during the first year of employment.
  • Paid holidays and potential eligibility for a pension plan or restricted stock units.
Full Job Description
The Small Business Development Executive is a highly visible leadership role responsible for building and leading Truist's Small Business "BDO" organization. This executive will establish and scale a specialized, high-performing sales team focused primarily on acquiring new Small Business clients, accelerating market growth, and expanding Truist's presence across its geographic footprint. The role serves as the senior market-facing leader responsible for developing and executing client acquisition strategies across Small Business, Branch Banking, emerging Business Banking, Commercial Banking, and key product partners. The executive will own geographic "BDO" market performance, create strong partnerships across the enterprise, and ensure a coordinated "One Truist" approach to identifying, acquiring, onboarding, and deepening relationships with new business clients. The clients won through the "BDO" model will transition to the Business Connect team once embedded and will serve as a key driver of future core Small Business success. This leader will be responsible for developing a disciplined sales culture centered on prospecting, referral generation, Centers of Influence (COI) development, market coverage, pipeline management, and integrated relationship management. Success will be measured by new client acquisition, deposit growth, lending production, revenue generation, client retention, and overall market share expansion in "BDO" markets. Key Responsibilities New Client Acquisition & Market Expansion • Build and lead a specialized Small Business Development team focused on acquiring new Small Business clients and generating profitable growth. • Develop and execute market-specific strategies to increase client acquisition, market penetration, and wallet share. • Establish disciplined prospecting, calling, referral generation, and business development routines across the organization. • Build Centers of Influence (COI) networks, community relationships, and strategic partnerships that generate sustainable prospect pipelines. • Drive execution of sales campaigns and growth initiatives aligned to Small Business strategic objectives. "BDO" Market Leadership • Serve as the primary owner of assigned geographic markets for Small Business acquisition and growth beginning with Atlanta and Dallas. • Develop strong partnerships with Regional Presidents, Market Presidents, Branch Banking leaders, Commercial Banking leaders, and product executives. • Lead market planning activities to identify opportunities, assess competitive positioning, and allocate resources to maximize growth. • Ensure coordination across Small Business, Commercial Banking, Branch Banking, Wealth, Treasury Solutions, Insurance, and Capital Markets to deliver a seamless client experience. • Act as the market's BDO escalation point for significant client opportunities and strategic relationships. Sales Leadership & Team Development • Recruit, develop, coach, and retain a best-in-class sales force capable of achieving aggressive growth objectives. • Create a high-performance culture emphasizing accountability, execution excellence, and client-focused relationship development. • Establish performance scorecards, sales management routines, forecasting disciplines, and pipeline governance. • Provide ongoing coaching and development to sales leaders and individual contributors. • Drive adoption of consultative sales practices, integrated relationship management, and lifecycle advisory approaches. Commercial & Emerging Commercial Integration • Partner closely with Small Business leaders - especially Head of Geographic Coverage, Commercial Banking and Branch teams to create effective client coverage and migration strategies. • Identify fast-growing Small Business clients that may benefit from Commercial Banking, Treasury, Consumer, Premier and Wealth • Ensure seamless client transitions as businesses grow while maintaining a consistent Truist relationship experience. Financial Performance & Revenue Growth • Own delivery of client acquisition goals, deposit growth, loan growth, fee income, and revenue targets. • Drive balanced performance across deposits, lending, treasury management, merchant services, wealth referrals, insurance referrals, and other strategic product solutions. • Monitor sales pipeline, conversion rates, productivity metrics, and market-level performance indicators. • Ensure efficient deployment of resources to maximize growth and profitability. Risk Management & Governance • Promote a strong risk culture while enabling responsible growth. • Ensure compliance with all regulatory, credit, operational, and policy requirements. • Partner closely with Risk, Compliance, Credit, and Lending teams to maintain sound governance and portfolio quality. • Establish management routines that monitor performance, risk, and client outcomes. Qualifications Required Qualifications • Bachelor's degree in Business, Finance, Economics, Accounting, or related field. • 15+ years of Business Banking, Small Business, Commercial Banking, or Financial Services experience. • Demonstrated success building and leading high-performing sales organizations. • Proven track record driving client acquisition, revenue growth, and market expansion. • Experience leading geographically dispersed teams and influencing across matrixed organizations. • Strong understanding of business lending, deposits, treasury management, and relationship banking. • Exceptional communication, executive presence, and relationship management skills. • Ability to influence senior leaders across multiple business segments. • Experience developing and executing strategic growth plans. Preferred Qualifications • MBA or advanced business degree. • Formal credit training and commercial lending experience. • Deep knowledge of Small Business and Commercial Banking client segments. • Experience leading large-scale sales transformation or market expansion initiatives. • FINRA licenses or ability to obtain if required for specific business responsibilities. • Experience working across Small Business and Branch Banking. 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.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
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