Hospital, Higher Education & Government Banker
Truist · Miami, FL · 2 mo ago
FinanceFull-time
Regular, full-time position. Fluency in English required. 1st shift.
Responsibilities
- Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education & Government (HHG) segment.
- Responsible for meeting loan, deposit, and fee-based revenue expectations.
- Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence using FinancialInsights and other strategic advisory tools.
- Develop new business client relationships and improve market share of business loans and non-credit services, including deposits.
- Collaborate with Line of Business partners including Public Finance, Industry Consultants, Wholesale Payments, Wealth, and Risk partners to execute HHG growth strategies.
- Assume responsibility for the profitability, quality, liquidity, and growth of the assigned HHG portfolio by servicing all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings.
- Identify potential portfolio weaknesses and manage problems or delinquent credit relationships.
- Ensure adequate data integrity.
- Interpret, communicate, and ensure 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 the assigned client portfolio.
Requirements
- Bachelor’s degree or equivalent education and related training.
- Three to eight (3–8) years of experience in financial services, preferably with Hospitals, Higher Education & Government clients.
- Ability to grasp large, complex HHG credits clearly.
- Strong command of credit and finance.
- Excellent verbal and written communication skills.
- Excellent negotiation skills.
Benefits
- Medical, dental, and vision insurance.
- Life insurance and disability coverage, including accidental death and dismemberment.
- Tax-preferred savings accounts and a 401k plan.
- No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year of employment, plus 10 sick days and paid holidays.
- Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.