Truist Wealth Medical Relationship Manager II 

United States, Florida, Orlando 

417566611

Regular or Temporary:

English (Required)

1st shift (United States of America)

Essential Duties and Responsibilities

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.

Ability to assess and be creative in providing credit solutions to medical practice clients.

Meet and exceed sales goals in deposits, loans, point to point revenue growth, profitability and client acquisition and loyalty.

Satisfies regulatory requirements for holding this position, including determined by The Company to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

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.

• Bachelor’s Degree7 or more years of commercial lending and relationship management experience in the financial services industry with demonstrated success in meeting sales goals
• FINRA:Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position.
• Ensures that appropriate continuing education requirements are met where needed.
• Proven experience with strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
• Solid and proven knowledge of appropriate Treasury Management, Capital Markets and defined benefit/contribution plan products.
• Demonstrated experience and success in meeting sales goals, meeting client relationships and experience with credit, credit support or financial analysis
• Has a proven knowledge of all commercial and wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong client service skills
• Excellent and proven oral, written and group presentations skills

Preferred Qualifications:

• MBA Graduate of a commercial banking training program
• Word, Excel and PowerPoint skills
• More than 10 years of credit experience Successful experience as a commercial banking in the medical industry