Your banking needs require personalized attention. That’s why we put together a group of financial and industry experts who understand your goals. When you work with Truist, this customized team can then recommend the best strategies and solutions for your business.
Each expert you work with has a distinct skill set, but they work together to create a cohesive plan that helps you reach your financial goals.
Here are some Truist experts who you may work with:
- Relationship manager
Your relationship manager keeps you focused on the big picture—your financial plan. This expert is the one who understands your goals, then coordinates the right resources to help you achieve success. Throughout the process, your relationship manager is your closest guide and consultant.
- Portfolio manager
Having ample access to credit is an important part of achieving your long-term financial goals. Your portfolio manager systematically addresses your immediate and long-term credit needs to ensure you have the funding needed for each stage of your organization’s development.
- Commercial client specialist
Your business accounts should align with your long-term plan and values. That’s where your Commercial client specialist comes in, helping manage the day-to-day details of your financial plan so it can adapt quickly as your needs change.
- Treasury sales consultant
Your treasury sales officer stays on top of your working capital needs, suggesting and implementing solutions that can help you prepare for obstacles and keep your business’s financial plan on track.
Depending on your business needs, your relationship manager can also bring in a range of experts across multiple specialty areas:
- Industry specialists
Our experts have extensive knowledge across a variety of industries—from auto dealers and not-for-profit hospitals, to food and agribusiness, beverage, and government contracting—so they understand the unique trends and challenges affecting your business.
- Truist Leadership Institute
Want to take your leadership skills to the next level? Our scientifically backed approach to leadership development is personalized to your business’s and employees’ unique needs.
- Truist Securities
If you need guidance on managing and growing your business, our corporate and investment banking team can offer you a comprehensive scope of strategic advisory, capital raising, risk management, and financing solutions—as well as sales, trading, and research services in fixed income and equity.
- Truist Insurance
If you’re looking for some extra peace of mind for yourself or your business, our team can help with a broad range of brokerage and risk management services to help keep your and your business’s assets safe.
- Business transition advisory group
Once you have your business up and running, we’re here to make sure your success continues. Our team can walk you through each step of transitioning your business.
- Wealth management
Balancing the needs of your business and your family can be tricky. Our coordinated approach can help you manage these priorities.
Find out more about how our team can help give you the certainty you need to take the next step in your business journey.