Small Business Development Officer - Dallas, Texas

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. 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: These roles are required to work in office at the location listed on the requisition. The Small Business Development Officer (SBDO) is responsible for acquiring, managing, and growing relationships with upper-segment Small Business clients, often between $5 and $10 million ASR or with more complex Small Business needs. The role serves as the primary relationship manager for companies approaching or entering the Business Banking segment, providing consultative advice and delivering integrated financial solutions across lending, deposits, treasury management, payments, premier and wealth. Act as one of the market's subject matter experts for Small Business and emerging Business Banking opportunities, providing leadership, visibility, and accountability for client acquisition, portfolio growth, client retention, and execution of Truist's One Team approach. Collaborate with Market Presidents, Regional Presidents, and branch leadership to identify market opportunities, remove barriers to growth, and deliver a seamless client experience across all coverage channels. The SBDO is expected to build deep client relationships, identify growth opportunities, facilitate client migration to appropriate coverage models, and partner across Truist to deliver a seamless client experience. The role combines business development, portfolio management, risk management, and relationship leadership while serving as a trusted advisor to business owners and executives throughout the business lifecycle. Essential Duties and Responsibilities Business Development •    Prospect and acquire new client relationships within the Small Business and Emerging Business Banking segments. •    Develop Centers of Influence (COI) relationships with attorneys, accountants, consultants, and community leaders. •    Generate new lending, deposit, treasury management, merchant services, and payment opportunities. •    Build referral partnerships across Truist lines of business. •    Develop and execute calling plans to deepen existing client relationships and acquire new clients. Relationship Management •    Serve as the primary relationship manager for assigned clients. •    Develop comprehensive understanding of client objectives, financial position, ownership structure, and future growth plans. •    Deliver advisory conversations focused on capital formation, liquidity, risk management, payments optimization, succession planning, and wealth creation. •    Maintain strong client satisfaction and retention through proactive relationship management. •    Coordinate client introductions and handoffs across Commercial Banking, Wealth, and Treasury Solutions. Credit and Lending •    Identify, structure, and manage commercial lending opportunities. •    Conduct financial analysis and credit assessment to evaluate borrower capacity and creditworthiness. •    Recommend lending solutions consistent with Truist credit policies and risk appetite. •    Partner with underwriting and credit teammates to ensure timely delivery of financing solutions. •    Maintain strong portfolio quality while balancing growth objectives. Integrated Financial Solutions •    Deliver