Hospital, Higher Education & Government Banker
Truist · Fort Lauderdale, FL · 2 mo ago
FinanceFull-time
Regular, full-time position. Fluency in English required. 1st shift.
Responsibilities
- Achieve 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 leader.
- 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.
- Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education, and Government segment.
- Meet loan, deposit, and fee-based revenue expectations.
- Deliver a differentiated client experience in all interactions with clients, prospects, and centers of influence driven by use of FinancialInsights 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, and Government growth strategies.
- Assume responsibility for the profitability, quality, liquidity, and growth of the assigned HHG portfolio by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings.
- Identify potential portfolio weaknesses and manage 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.
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, and 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.
Locations: Fort Lauderdale, Miami, Florida.
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 date of hire and full-time/part-time status) during the first year of employment.
- 10 sick days (prorated).
- Paid holidays.
- Depending on the position and division, may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.