Legal Relationship Manager

Truist Financial
Washington
Workplace: OnsiteFull timeUSD 210,000 - 230,000 annuallyFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Written communication","Verbal communication","Interpersonal communication","Networking","Presentation skills","CRM documentation","Process improvement"]

Originate and manage a profitable portfolio of loan, deposit, fee, and non-interest income for mid-sized to large law firms by building long-term client relationships. Develop annual business and marketing plans, drive new business through leads, referrals, and networking, and lead the firm relationship team. Coordinate with Treasury & Payment Solutions, Credit, and Corporate Trust to deliver tailored solutions, present insights to firm leadership, and document activity in CRM.

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Truist Financial
Truist Financial
2 months ago

Legal Relationship Manager

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Last checked: 14 hours agoStatus: Live

Job Summary

Originate and manage a profitable portfolio of loan, deposit, fee, and non-interest income for mid-sized to large law firms by building long-term client relationships. Develop annual business and marketing plans, drive new business through leads, referrals, and networking, and lead the firm relationship team. Coordinate with Treasury & Payment Solutions, Credit, and Corporate Trust to deliver tailored solutions, present insights to firm leadership, and document activity in CRM.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Grow and manage a profitable client book for mid-sized to large law firms across deposits, loans, and institutional investments.
  • •Develop an annual business plan covering marketing and client acquisition aligned to service delivery.
  • •Proactively originate new business through leads, referrals, Centers of Influence, marketing, and personal networking.
  • •Lead the Legal Specialty Group firm relationship team and coordinate relationship strategy across multi-office points of contact.
  • •Partner internally to deliver tailored solutions, advocate balance-of-trade considerations, present to firm leadership, and document interactions in CRM.

Pay and Benefits

Salary: USD 210,000 - 230,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •Bachelor's Degree.
  • •8+ years of commercial banking and relationship management experience.
  • •Acquire and/or maintain FINRA licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration (within required timelines).
  • •Deep knowledge of corporate banking products and services, including credit, capital markets, and treasury management.
  • •Proven success acquiring new client relationships and meeting/exceeding sales goals.
Experience:8+ yearsCommercial bankingRelationship managementCorporate bankingCreditCapital marketsTreasury management
Education:Bachelor's
Skills:Written communicationVerbal communicationInterpersonal communicationNetworkingPresentation skillsCRM documentationProcess improvement
Licenses:Series 7Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Act registrationNMLS background check
Certifications:CFACIMACTP
Languages:English
Tech Stack:Microsoft OfficeCRM

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn