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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Responsible for achieving expected levels of client service quality, balance sheet quality, profitability, growth, and risk management for Not for Profit/Government Banking clients and prospects. Deliver a consistent client experience that positions Truist as the Premier Advisory Bank in the Not for Profit/Government segment. Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners.ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Not for Profit/Government segment. Responsible for meeting loan, deposit, fee-based revenue expectations.
2. 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.
3. Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in call planning and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work).
4. Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Not for Profit/Government loan 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.
5. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system.
6. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
QUALIFICATIONS
Required Qualifications:
1. Bachelor's degree or equivalent education and related training
2. Three to eight (3-8) years of experience in financial services, preferably with NFP/Government clients
3. Ability to grasp large complex Not for Profit/Government credits clearly
4. Strong command of credit and finance
5. Excellent verbal and written communication skills
6. Excellent negotiation skills
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
Job ID: 33720
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