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About the Role
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 leader.
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.
Requirements
- Bachelor's degree or equivalent education and related training
- More than eight (8) years of experience in financial services, preferably 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
Skills
- Financial Insights
- Client Relationship Management (CRM)
Location
- Dallas
- Austin
- Houston
Work Type
- Regular
- 1st shift
Experience Level
- More than 8 years
Education Level
- Bachelor's degree or equivalent
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
About the Company
- 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.
Equal Opportunity
- EEO is the Law
- E-Verify
- IER Right to Work