Healthcare Services Banker III
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Skills
About the role
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Healthcare Services Group (HSG) provides financial advice and execution to for-profit provider groups and platforms, sharing experience and expertise in understanding the ever-changing dynamics of the sector, and anticipating the issues and trends most important to the healthcare community. This role is responsible for generation and management of a profitable portfolio of clients focused in the Middle Market Segment. The role is focused on development, growth and retention of a loan, deposit and non-interest income portfolio, with deep partnerships across healthcare payments technology, capital markets, IB and corporate finance.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.
1. Grow and manage a profitable book of clients of mid-sized to large medical practices, consisting of deposits, loans, payments, capital markets, IB and corporate finance. Typical book size $5MM+ in revenue with emphasis on balance sheet drivers such as loans outstanding and deposits outstanding.
2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
3. Proactively originate new relationships via referrals, centers of influence, industry alliances, marketing efforts and personal and professional networking.
4. Act as the leader of a HSG client coverage team, coordinating relationship strategy to deliver the bank, including multi-city and multi-office points of contact.
5. Partner with teammates in Wholesale Payments, Credit, Corporate Finance, Wealth and others to deliver specific solutions tailored to meet client needs.
6. Create advocacy and connectivity with both executive partner committees and senior administrative staff within client and prospect entities to foster deep connectivity with decision makers to drive new business engagements and support retention efforts.
7. Act as an internal advocate for clients within appropriate boundaries.
8. Deliver subject matter-specific presentations to client leadership in areas of interest to foster greater connectivity with Truist Bank.
9. Identify and right-channel opportunities for clients and prospects and deliver the comprehensive resources of the bank.
10. Document all client interactions via CRM system.
11. Establish and maintain consistent visibility within the healthcare market via event attendance locally and nationally.
12. Participate in campaigns or volunteer at committee or board level within medical-focused non-profits within local and national markets.
13. Support HSG teammates through collaborative relationship strategies and teamwork.
14. Develop processes to mitigate risk within individual client relationships to include emphasis around the operational, regulatory, and reputational environments.
15. Resolve past dues, document exceptions, etc. in partnership with credit and servicing teammates.
16. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
17. Lead discussions with team members around specific topics, market developments, sector updates, and/or best practices.
Required Qualifications
The requirements 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.
1. Bachelor's Degree
2. 10 or more years of commercial lending and relationship management experience in the financial services industry with demonstrated success in meeting sales goals
3. FINRA: Maintains proper licenses including Series 79 and Series 63. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
4. Proven experience with strong credit knowledge to personally deliver and advocate for moderately complex credit risk determinations.
5. Solid and proven knowledge of appropriate Payments, Capital Markets and Sell-Side Advisory products.
6. Demonstrated experience and success in meeting sales goals, managing client relationships, and experience with credit, credit support, or financial analysis
7. Proven knowledge of Truist products, strong consultative and client management skills, ability to sell a wide range of products and services, and very strong client communication skills
8. Excellent and proven oral, written, and group presentation skills
Preferred Qualifications
1. CFA, CIMA, CTP or similar designation; MBA or other advanced post-graduate degree
2. More than 10 years of Middle Market credit experience
3. Successful experience as an industry banker
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.