Stephanie Dick Email & Phone Number

Charlotte, North Carolina, Us

As a Market President Producer at Truist Bank, it emphasizes both leadership and direct client engagement, including a strong understanding of banking products, relationship management, and a commitment to Truist’s values and community presence.Actively generate new business through client acquisition, especially in commercial lending, wealth management, or other financial services. Maintain and grow key client relationships to maximize revenue. Support, mentor, and guide local teams, including relationship managers and other bank partners. Facilitate team cohesion and collaboration across Truist’s service areas.Oversee financial performance metrics for the region, including profitability, client retention, and growth objectives. Regularly report performance to senior leadership and implement corrective actions as needed.Lead regional strategy, align with Truist’s goals, and drive local business growth by analyzing market trends, competitive landscape, and identifying new opportunities.Act as Truist’s representative in the local community, engaging in public relations, fostering client relationships, and promoting Truist’s image. This often includes participating in events and local boards.

Raleigh, North Carolina, Us

Analyze and identify company short and long term needs and goals and match to our portfolio of financial solutions. Manage portfolios of large, complex credits while deepening ongoing relationships with customers.- Maintain high level of product knowledge to enable the sale of lending, deposit and business services products.- Perform credit analysis of financial data, recommend loan structure, pricing and packaging.- Prepare in-depth client credit packages for review and approval by underwriting.

Charlotte, Nc, Us

Identify, solicit, develop, manage, service, and expand business relationships within the market. Offer a full range of loan, deposit, and non-credit services to existing and prospective business clients and their private banking needs. The following is a summary of the job functions:Handle loan requests, and demonstrate an understanding of major technical aspects of lending, and have a clear understanding of credit and finance. Work with City Executive, senior Business Services Officers and Credit Officers to develop skills in prospecting, client management, call execution, Integrated Relationship Management and credit underwriting.Develop, approve, and service business loans for business and individual clients. Evaluate and extend credit and terms in accordance with policy and lending authority.Prepare and present/recommend to higher authority, individual, or committee any loans in excess of authority. Aggressively call on potential and existing clients to maintain productivity and profitability in lending and non-lending relationships; successfully executes the BB&T Decathlon Sales Process.Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's contact management system.Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and banking in general.Ensure commercial banking relationships are fully developed, including specific efforts to serve the retail banking needs of our clients' owners/management/employees by partnering with Wealth Management Advisors, Private Bankers and Relationship Managers. Identify and market non-credit services by partnering with Financial Services Specialists in sales meetings, client and prospect calls.Represent BB&T in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank's image.

San Antonio, Tx, Us

Commercial Lender/Relationship Manager. Evaluate client’s financial data and investment options and recommend strategies based on the client’s risk profile and personal financial statements. Maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. Rely on extensive experience and judgment to plan and accomplish goals. Escalate critical matters when necessary and update manager on a regular basis. Ensure excellent internal and external client relations at all times. Manage the bank’s relationship with high net-worth individuals and business clients. Understand the needs of my clients and accordingly cater to those requirements. Monitor and manage existing credit relationships.Develop new business by identifying and contacting existing or prospective customers and promote the banking services to include loans, deposits, wealth management, insurance, brokerage, and mortgage banking. Meet and exceed performance based goals.Cater to a wide variety of commercial and individual loans, both secured and unsecured.Maintain fundamental knowledge of business processes and be able to analyze the nuances of business deals successfully and in a timely manner. Maintained our CRM platform, Salesforce.

New York, Ny, Us

Serve the banking needs of businesses with $.5 million to $20 million in revenue. Manage a portfolio of clients and play a key role in building relationships by providing financial advice to business clients with a focus on customer service and risk management. Build collaborative internal and external relationships to provide the best in client advice and service. Develop the business to ensure a seamless experience for the client who has multiple products and services.Serve as a trusted adviser to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients.Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients.Manage credit opportunities within assigned portfolio, and provide support to branches on sizeable credit deals as needed.Utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship.Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability of portfolio.Protect the firm by following sound risk management protocols and adhering to regulatory requirements.Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.

New York, Ny, Us

Primary responsibilities consist of managing the office, overseeing daily branch operations, working with each team to creatively meet established sales initiatives and assisting customers with various banking transactions. Essential Duties and Responsibilities include the following:Coach, mentor and lead branch staff to ensure goals are met and team members are receiving appropriate recognitionand guidance. Examine, evaluate, and process loan applications for customers following established procedures for safekeeping and control of assets, records, loan collateral, and securities.Interviews and profiles customers; opens various bank accounts; resolves customer issues.Direct, coordinate, and monitor activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, consumer credit loans and commercial loans.Compile and report on financial data as required by Regional Manager and other members of Management.Works in conjunction with Regional Manager to establish annual budget projections and monitor budgetary reports monthly. Creates and administers annual sales plan for the branch.Continuously contacts customers, business representatives, and community/civic organizations to promote goodwill and generate new business.Responsible for establishing goals and business plans to generate sales and additional relationship opportunities for branch.Responsible for day-to-day management of facility.Supports and promotes the Bank's CRA PolicySupervisory ResponsibilitiesManages one subordinate supervisor who supervises a total of 3-10 employees in the branch staff. Is responsible for the overall direction, coordination, and evaluation of these units. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.