דרושים Middle Market Banker - Nashville Tn ב-Truist ב-United States, Nashville-davidson

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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.QUALIFICATIONS
Required 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.
1. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.

Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3. For specialty support teammates, commercial or specialty-industry experience

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. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client experience and support of the advisor’s purpose-driven advice delivery, revenue-generating activities, and client acquisition activities.
2. Support administrative fitness efforts through review of relevant reports and ensuring timely updates to book management data (i.e. pipelined reports and referrals)
3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
4. Support Integrated Relationship Management activities through good understanding of offerings, solutions, and referral pathways.
5. Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team.
6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a timely manner.
7. Demonstrate proficiency in all operational competencies and processes including banking, credit, investments, trust, new client on-boarding/welcome program, client servicing and advisor support.
8. Escalate potential at-risk relationships to advisor/regional managing director.
9. Serve as the on-site local contact for wealth support advisory org teammates and leadership.
10. Maintain positive working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth clients with other LOBs.
11. Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
12. Respond to client requests for information and assistance within appropriate level of authority.
13. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interactions and support a superior client experience.
14. Continually render responsive and professional personal service to Wealth clients
15. Can attend client events/meetings, as needed, with leadership approval.
16. Serve as a peer-mentor for WSS I
17. Participate in workstreams, committees and councils as needed.
18. Able to provide support for multiple advisors and client relationships in a fast-paced environment.
19. Able to work independently and seek guidance as needed.
20. Where applicable, demonstrate proficiency in specialty-specific support activities, including servicing a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution delivery gaps.QUALIFICATIONS
Required 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.
1. Undergraduate degree or 4+ years of banking experience
2. Excellent organizational skills with the ability to work on numerous tasks simultaneously.
3. Responsive to coaching
4. Able to learn independently using training guides, virtual and in-person training sessions, and peer-to-peer training.
5. Flexible; able to adapt to change.
6. Able to identify and focus on top priorities in a fast-paced environment with multiple priorities
7. Strong understanding of banking, lending, commercial and wealth management solutions
8. Excellent interpersonal and relationship management skills
9. Excellent oral and written communication skills
10. Proficiency in Microsoft Office applications
11. Exemplary customer service and professional etiquette skills
12. Ability to travel, occasionally overnight.

Preferred Qualifications:
1. 5 years of previous banking or other financial institutional experience
2. Strong fiduciary and investment management knowledge
3.Sports & Entertainment Industry experience, particularly working with business managers or business management firms

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.2. Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs.
3. 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.5. Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned commercial loan portfolios 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 and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives.
6. Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for commercial team.8. In addition to leading a small team of commercial bankers, the MPP is also an individual contributor with an individual portfolio of clients and individual production expectations.

QUALIFICATIONS
Required 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.
1. Bachelor's degree or equivalent education and related training
2. Eight years of banking experience
3. Ability to manage a team of up to four bankers
4. Strong verbal and written communication skills; must speak fluent English
5. Strong understanding of commercial credit including underwriting, loan structuring, pricing to effectively advocate for clients
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7. Demonstrated ability to provide leadership and to handle multiple priorities under time constraints

Preferred Qualifications:
1. Master's degree

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.2. Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
3. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
6. Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

QUALIFICATIONS
Required 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.
1. Bachelor's degree or equivalent education and related training
2. Ten (10) or more years of experience in commercial banking
3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
6. Excellent verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products