Hospitals, Higher Ed & Government Banker II

Truist; Montgomery (AL); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

Life insurance

Disability benefits

AD&D

Tax-advantaged savings accounts

401(k) plan

Paid vacation

Sick leave

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist Financial Corporation in the United States seeks a senior client relationship leader for the Hospitals, Higher Education & Government segment. You will drive growth, profitability, and risk management by coordinating with Public Finance, Industry Consultants, Wholesale Payments, Wealth and Risk partners to serve HHG clients.

Responsibilities include developing marketing plans to expand relationships, delivering a differentiated client experience, managing credit relationships, ensuring

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years of experience in financial services, preferably with HHG clients.
• Ability to grasp large complex Hospitals, Higher Education & Government credits.
• Strong command of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficient in managing large corporate relationships and complex credit products.

Responsibilities

• Develop and execute a marketing plan to grow new HHG relationships and deposits.
• Deliver a differentiated client experience in all interactions with clients.
• Develop new business relationships and grow market share of loans and non-credit services.
• Collaborate with Public Finance, Industry Consultants, Wholesale Payments, Wealth, and Risk.
• Ensure profitability, liquidity, and growth of the HHG portfolio including loan closings and documentation.
• Monitor sales activity, pipeline, and CRM data.
• Execute on risk, policy, and quality expectations for the portfolio.

Skills

Credit analysis

Relationship management

Communication

Negotiation

Financial services

Portfolio management

CRM systems

Loan syndication

Strategic advisory

Education

Bachelor's degree or equivalent education

Tools

CRM systems

Job description

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

• 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.
• 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.
• 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.
• 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.
• Monitor, maintain and update sales activity, pipeline and other pertinent information using the Bank's client relationship management (CRM) system.
• Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Qualifications

Required Qualifications:

• Bachelor's degree or equivalent education and related training
• More than eight (8) years of experience in financial services, preferable with Hospitals, Higher Education & Government clients
• Ability to grasp large complex Hospitals, Higher Education & Government credits clearly
• Strong command of credit and finance
• Excellent verbal and written communication skills
• Excellent negotiation skills
• 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.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

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. EEO is the Law E-Verify IER Right to Work