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Truist CCB Relationship Manager - Not-for-Profit & Gov't Banking United States, Georgia, Atlanta 557035813
08.12.2024
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
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. 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.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.
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. 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.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:
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. More than eight (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
7. 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
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. More than eight (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
7. 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
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