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Truist Association Services Relationship Manager in Palm Beach, Florida

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Achieve growth and sales objectives by developing and expanding relationships with property management companies, accounting firms and community associations. Recommend product and service enhancements to improve client satisfaction and sales potential; retain and expand client relationships. Work with Truist Community Bank personnel to increase opportunities to grow deposits, fee income and loans, utilizing Integrated Relationship Partners when appropriate.

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 for defined geography and accounts.

  7. Maintain professional and technical knowledge by attending educational seminars, reviewing professional publications, establishing personal business networks and participating in professional organizations.

  8. Remain current with changing trends, economic indicators and competitors in order to recommend product or service enhancements to improve client satisfaction and sales potential.

  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.

  10. Maintain professional and technical knowledge by attending various educational seminars, and participate in professional organizations. Represent the bank by participating in various business networks, and participating in professional organizations to further enhance Truist image and develop additional business.


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.

  1. Bachelor's degree in business, marketing or a related field, or equivalent education and related training

  2. Five years of banking or Community Association Property Management experience

  3. Five years of product sales and marketing, relationship and account management

  4. Excellent written and verbal communications skills

  5. Excellent interpersonal skills; ability to handle large client relationships

  6. Product knowledge (e.g. deposit products, investment services, treasury services commercial banking)

  7. Superior business development, client relations and decision-making skills

  8. Excellent time management and organization skills; self-motivated and directed

  9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

  10. Ability to travel overnight

Preferred Qualifications:

  1. Experience in Commercial Banking or as Treasury sales professional

  2. Professional LCAM/ CAM /CMCA or other related designation

  3. Manage deposit relationship of $75MM or greater

  4. Manage loan portfolio of $25MM or greater

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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