Jobs · Finance · Florida

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.

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