Legal Wealth Relationship Manager I
Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Networking","Presentation skills","CRM documentation"]Originate and manage a profitable portfolio of loans, deposits, fee and non-interest income for mid-sized law firms by building long-term client relationships. Create annual business plans, drive new business through referrals and networking, and lead a Legal Specialty Group relationship team. Partner with internal Treasury, Credit, Escrow, and Corporate Trust teams to deliver tailored solutions, present to firm leadership, and document interactions in CRM to support growth and retention.

