Eric Rosenberg Email & Phone Number

Buffalo, New York, Us

Senior Relationship Manager overseeing portfolio of commercial banking clients and developing new C&I client relationships with annual revenues up to $50MM+. Leader in the field with focus on mentorship and supporting development of junior business banking teammates, branch managers, and product partners. Through August 2024: Oversaw development of Relationship Manager Sales Program mentee, delivered best practices presentations in market-wide/regional meetings, honored by Regional President and Middle Market Leader as top-cross functional regional contributor, and earned regional quarterly sales recognition for top calling activities, and new prospect conversions.

Charlotte, North Carolina, Us

Regional Chief Operating Officer and Member of Senior Leadership Team, reporting to Regional President. Supports Regional President on design, implementation and execution of sales, financial, and Integrated Relationship strategy. Leads regional operational excellence execution, change management and merger integration efforts. Oversees 22+ FTE regional support organization including two team leaders and 20 individual contributors. Nominated for Teammate Performance Award in 2022.

Charlotte, North Carolina, Us

Player/coach leading teammates and client relationships on both bank platforms concurrently. During Covid-19 pandemic and merger conversion, oversaw realignment of 1000+ clients and improved team revenue production from 50% to 90%+ of goal in 2020 and from 50% to 100%+ 2021. Led team “up stream” with emphasized focus on increased average ticket of credit origination and deposit acquisition, pricing, fee, and prospecting discipline while incorporating “up market” product partnerships (Equipment Finance, Capital Markets/Foreign Exchange, and Payments) into the team’s relationship management practice. Participated in PPP Round 2 while maintaining day to day responsibilities. Underwrote a work queue of PPP R2 requests and developed a coaching strategy to lift performance of multiple contributors in the PPP project. Mentored teammates in Maryland, DC, VA, and FLA who were promoted into multiple commercial calling roles.

Charlotte, North Carolina, Us

Joined Truist (by way of SunTrust) in 2018. Helped launch Pod-based “Full Coverage Model”. Senior member of top 3 revenue producing team in 2018 and 2019. Responsible for acquisition of new commercial banking prospects with revenues up to $25MM. Targeted moderate to complex depository/cash management needs and credit needs up to $10MM. Partnered w/ junior RMs on credit requests of $5MM+ or with a capital markets need. In 2019 won eight new names, approx $15MM in new credit originations, and generated over $500K in new business revenue, 90% of which came from new name generation. Led prospect onboarding projects requiring coordination of Relationship Managers, portfolio managers, sales analysts, support partners, and product partners (Treasury Management, SBA, Private Wealth Management, Foreign Exchange, and Capital Markets). Led or participated in strategic projects and community initiatives including the regional partnership with Special Olympics Maryland, United Way Campaign Planning Committee, Maryland CFO Roundtable, Emerging Executives Roundtable, Exit Planning Exchange of MD, and Co-Chair of LOB SunTrust Engagement Champions Cohort.

Pittsburgh, Pennsylvania, Us

Client advisor for growing/mid sized companies with a gross revenue range of $5MM-$50MM. Responsible for understanding complex business relationships, and acting as a trusted advisor to help companies achieve their financial goals.

Pittsburgh, Pennsylvania, Us

Primary Relationship Manager for Small Business Banking Relationships in the Baltimore City area with gross annual sales between $1MM-$5MM (formerly $1MM-$10MM). As a Relationship Manager, I am responsible for: -Prospecting for new small business clients and relevant centers of influence-Maintain a high level of client satisfaction by employing proactive relationship management strategies to a client portfolio -Oversee the existing loan portfolio, and act as the primary point of contact for traditional new C&I credit transactions-Work with clients and product partners to introduce strategies to improve payment processes, mitigate fraud, and promote personal financial well being-Coach and Support Branch Partners-Mentor and Coach new hires, and Associate Relationships Managers

Charlotte, Nc, Us

Responsible for:-Consumer and Small Business new household acquisition, and consultative cross sales of core bank products.-Referrals to Line of Business Specialists (Ex. Commercial Banking; Investments; Wealth Management; and Consumer lending).-Sales coaching for the Teller staff.-Primary contact for clientele with regards to operational and servicing issues.-Promoted from Teller Line in 2009.