Strategic Commercial Banking Relationship Manager

Truist Wealth; Washington (District of Columbia); On-site; USD 90,000 - 161,000; Full time

Job summary

Truist Wealth in the United States seeks a seasoned commercial banking professional to identify, solicit, develop, and expand long-term profitable relationships with clients having $5M–$75M in annual sales. You will offer loans, deposits, and advisory services, collaborating with the Industry & Advisory teams to optimize the client experience.

You will manage an assigned client book, prospect for new households, participate in credit decisioning, and drive revenue growth while maintaining risk

Qualifications

• Bachelor's degree or 4 years working experience or equivalent education and related training.
• One year related experience in banking or financial services.
• Basic understanding of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficiency in Microsoft Office software products.

Responsibilities

• Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and 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.
• 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.

Skills

Verbal and written communication

Negotiation skills

Microsoft Office proficiency

Education

Bachelor's degree or 4 years working experience or equivalent education and related training

Tools

Microsoft Office

Job description

Truist Wealth in the United States seeks a seasoned commercial banking professional to identify, solicit, develop, and expand long-term profitable relationships with clients having $5M–$75M in annual sales. You will offer loans, deposits, and advisory services, collaborating with the Industry & Advisory teams to optimize the client experience.

You will manage an assigned client book, prospect for new households, participate in credit decisioning, and drive revenue growth while maintaining risk