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SunTrust Investment Services, Inc.
Hospital, Higher Education & Government BankerSunTrust Investment Services, Inc. • Fort Lauderdale, FL, United States
Hospital, Higher Education & Government Banker

Hospital, Higher Education & Government Banker

SunTrust Investment Services, Inc. • Fort Lauderdale, FL, United States
3 days ago
Job type
  • Full-time
Job description

Job Title

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. 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.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Ed & 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 Ed & Government growth strategies.
  • Assume responsibility for the profitability, quality, liquidity, and growth of the assigned Hospitals, Higher Ed & 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.

Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree or equivalent education and related training
  • Three to eight (3-8) years of experience in financial services, preferably with Hospitals, Higher Ed & Government clients
  • Ability to grasp large complex Hospitals, Higher Ed & Government credits clearly
  • Strong command of credit and finance
  • Excellent verbal and written communication skills
  • Excellent negotiation skills

Locations: Fort Lauderdale, Miami, Florida

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Hospital, Higher Education & Government Banker • Fort Lauderdale, FL, United States

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