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Truist Profit Banker - Greater Region United States, District of Columbia, Washington 882795589
05.02.2025
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:**Position can be based out of Washington, DC or Baltimore area**
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 relations. 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.
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 relations. 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:
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. Three to eight (3-8) years of experience in financial services, preferably with NFP clients
3. Ability to grasp large complex Not for Profit credits clearly
4. Strong command of credit and finance
5. Excellent verbal and written communication skills
6. Excellent negotiation skills
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. Three to eight (3-8) years of experience in financial services, preferably with NFP clients
3. Ability to grasp large complex Not for Profit credits clearly
4. Strong command of credit and finance
5. Excellent verbal and written communication skills
6. Excellent negotiation skills
“This position requires an individual who will physically work within Washington/Baltimore area or
be required to travel to the area fo
r work. The annual base salary for this position is $124,560.00 - $236,650.”
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