Commercial Relationship Manager II or III

Truist; Louisville (KY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Commercial Relationship Manager II or III in Louisville, KY. The role involves managing and growing commercial client relationships, providing a full range of financial services, and leveraging internal resources to enhance client experiences. Candidates should possess strong communication and negotiation skills, along with a solid background in credit and finance.

Benefits

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Flexible work hours

Qualifications

• Bachelor's degree or equivalent education and training.
• 3-8 years of experience for Banker II; over 8 years for Banker III.
• Strong command of credit and finance.

Responsibilities

• Identify, develop, manage, and grow commercial relationships.
• Leverage Truist Sales Process and Financial Insights.
• Execute on prospecting activities to grow new commercial banking households.

Skills

Communication

Negotiation

Credit Analysis

Financial Insights

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Commercial Relationship Manager II or III

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Commercial Relationship Manager II or III

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.

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.

Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Qualifications

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 degree, or equivalent education and related training
• Banker II: Three to eight (3-8) years of experience
• Banker III: More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships
• Strong command of credit and finance
• Excellent verbal and written communication skills
• Excellent negotiation skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  
  
  

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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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