Hospitals, Higher Ed & Government Banker II

Truist; Birmingham (AL); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k) plan

Paid vacation

Sick days

Paid holidays

Pension

Zusammenfassung

Truist is seeking a senior relationship manager in Birmingham to drive growth for Hospital, Higher Education & Government banking clients. You will lead cross-functional teams with Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth and Risk to deliver a differentiated client experience and meet loan, deposit, and fee-based revenue targets.

You will manage complex portfolios, ensure data integrity, monitor risk and profitability, and expand market share through

Qualifikationen

• Bachelor’s degree or equivalent education and related training.
• >8 years of experience in financial services, preferably with Hospitals, Higher Education & Government clients.
• Strong command of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficient in managing large and complex corporate relationships; knowledgeable in complex credit products and structuring, including loan syndication and participations.

Aufgaben

• Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education & Government segment. Meet loan, deposit, and fee-based revenue targets.
• Deliver a differentiated client experience in all interactions with clients and centers of influence using Financial Insights and strategic advisory tools.
• Develop new business client relationships and grow market share of business loans and non-credit services; collaborate with Line of Business partners to execute growth strategies.
• Ensure profitability, quality, liquidity, and growth of the portfolio; manage credit relationships, documentation, compliance, and closings; monitor portfolio health.
• Maintain and update sales activity, pipeline, and client data in CRM.
• Execute on risk, operational, policy and quality expectations for the client portfolio.

Kenntnisse

Client relationship management

Credit and finance expertise

Negotiation

Verbal and written communication

Cross-functional collaboration

Strategic advisory

Ausbildung

Bachelor’s degree or equivalent

Tools

CRM systems

Jobbeschreibung

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, revenue growth, and risk management for Hospital, Higher Education, and Government (HHG) Banking clients and prospects. Deliver a consistent client experience that positions Truist as the HHG segment. Lead and integrate all banking partner functions with your portfolio in the local market by collaborating with various partners including Public Finance, Industry Consultants, Wholesale Payments, Credit Delivery, Wealth, and Risk partners to execute on HHG growth strategies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not
mentioned below. Specific activities may change from time to time.

1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education & Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations.
2. Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of Financial
   Insights and other strategic advisory tools and resources.
3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits.
   Collaborate with various Line of Business partners including Public Finance, Industry Consultants, Wholesale Payments, Wealth and Risk partners to execute on Hospitals, Higher Education & Government growth strategies.
4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Hospitals, Higher Education & Government portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity. Interpret and ensure communication of and adherence to the Bank’s policies, programs and objectives.
5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s client relationship management
   (CRM) system.
6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made
to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or equivalent education and related training
   2.More than eight (8) years of experience in financial services, preferably with Hospitals, Higher Education & Government clients
2. Ability to grasp large complex Hospitals, Higher Education & Government credits clearly
3. Strong command of credit and finance
4. Excellent verbal and written communication skills
5. Excellent negotiation skills
6. Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.