Truist Association Services Relationship Manager III 

United States, Florida, Orlando 

603195619

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.

1. Develop and execute a targeted prospect marketing plan focused on winning new client relationships. Responsible for meeting assigned loan, deposit and fee-based revenue goals within established timeframes.
2. Retain and expand existing client relationships. Deliver integrated solutions to clients across functional areas, ensuring that relationships are fully developed. Provide superior client service by providing timely and accurate responses and problem resolution.
3. Perform cost-benefit and needs analysis of existing and potential client relationships to meet the needs of both the client/prospect and the Bank, including accurate completion of and presentation of Treasury Proformas to the client.
4. Identify opportunities for the expansion of business relationship by using a consultative approach with clients and introducing products and services to meet the client's needs, including but not limited to Treasury, Insurance, Retail Services and others.
5. Maintain a strong understanding of credit policies and procedures in order to maintain acceptable credit quality and provide advice and recommendations for loan structure and pricing.
6. Continually develop knowledge of the business climate, technology applications and competition to remain current with changing trends in order to improve client satisfaction and sales potential.
7. Maintain professional and technical knowledge by attending educational seminars, reviewing professional publications, establishing personal business networks and participating in professional organizations.
8. Assist Relationship Market Manager with coaching and development of Relationship Managers I and II.
9. Remain proficient with loan input to internal loan platform to ensure credit requests are complete and meet minimum standards for credit quality. Ensure loan requests are submitted in a timely manner.

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 in business, marketing or a related field, or equivalent education and related training
2. Seven years of banking or Community Association Property Management experience
3. Seven years of product sales and marketing, relationship and account management
4. Minimum 2 Years in a leadership role.
5. Excellent written and verbal communications skills
6. Excellent interpersonal skills; ability to handle large client relationships
7. Product knowledge (e.g. deposit products, investment services, treasury services commercial banking)
8. Superior business development, client relations and decision-making skills
9. Excellent time management and organization skills; self-motivated and directed
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11. Ability to travel overnight

1. Experience in Commercial Banking or as Treasury sales professional
2. Professional LCAM/ CAM /CMCA or other related designation
3. Manage deposit relationship of $150MM or greater
4. Manage loan portfolio of $50MM or greater