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Association Services Relationship Manager

2 months ago


West Palm Beach, Florida, United States Truist Full time

Job Summary:

The Association Services Relationship Manager will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations. This role will involve recommending product and service enhancements to improve client satisfaction and sales potential, as well as retaining and expanding client relationships.

Key Responsibilities:

  • Develop and execute a targeted prospect marketing plan focused on winning new client relationships.
  • Retain and expand existing client relationships by delivering integrated solutions to clients across functional areas.
  • Perform cost-benefit and needs analysis of existing and potential client relationships to meet the needs of both the client/prospect and the Bank.
  • Identify opportunities for the expansion of business relationships by using a consultative approach with clients and introducing products and services to meet the client's needs.
  • Maintain a strong understanding of credit policies and procedures to maintain acceptable credit quality and provide advice and recommendations for loan structure and pricing.
  • Continually develop knowledge of the business climate, technology applications, and competition for defined geography and accounts.
  • Maintain professional and technical knowledge by attending educational seminars, reviewing professional publications, establishing personal business networks, and participating in professional organizations.
  • Remain current with changing trends, economic indicators, and competitors to recommend product or service enhancements to improve client satisfaction and sales potential.
  • Remain proficient with loan input to internal loan platform to ensure credit requests are complete and meet minimum standards for credit quality.

Qualifications:

  • Bachelor's degree in business, marketing, or a related field, or equivalent education and related training.
  • Five years of banking or community association property management experience.
  • Five years of product sales and marketing, relationship, and account management experience.
  • Excellent written and verbal communications skills.
  • Excellent interpersonal skills; ability to handle large client relationships.
  • Product knowledge (e.g., deposit products, investment services, treasury services commercial banking).
  • Superior business development, client relations, and decision-making skills.
  • Excellent time management and organization skills; self-motivated and directed.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
  • Ability to travel overnight.

Preferred Qualifications:

  • Experience in commercial banking or as a treasury sales professional.
  • Professional LCAM/CAM/CMCA or other related designation.
  • Manage deposit relationship of $75MM or greater.
  • Manage loan portfolio of $25MM or greater.

Benefits:

Truist offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.