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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for generation and management of a profitable loan and deposit portfolio and non-interest income from Medical Practice businesses with annual revenues above $5MM through the development and retention of long term, profitable client relationships.
Indirect responsibility to lead the practice group to penetrate the business and physician relationships for the clients and prospects to which they are assigned.
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
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.
Develops overall client/prospect strategy to deepen the relationships with business and the practicing physicians within the business.
Develop this strategy in partnership with their Medical Client Advisor and Medical Client Advisor Associate teammates, in addition to their overall The Company product specialists.
Retains and strengthens current relationships and actively seeks to develop new business through prospecting, centers of influence, client referrals.
Ability to assess and be creative in providing credit solutions to medical practice clients.
Meet and exceed sales goals in deposits, loans, point to point revenue growth, profitability and client acquisition and loyalty.
Satisfies regulatory requirements for holding this position, including determined by The Company to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
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.
Bachelor's Degree7 or more years of commercial lending and relationship management experience in the financial services industry with demonstrated success in meeting sales goals
FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position.
Ensures that appropriate continuing education requirements are met where needed.
Proven experience with strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
Solid and proven knowledge of appropriate Treasury Management, Capital Markets and defined benefit/contribution plan products.
Demonstrated experience and success in meeting sales goals, meeting client relationships and experience with credit, credit support or financial analysis
Has a proven knowledge of all commercial and wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong client service skills
Excellent and proven oral, written and group presentations skills
Preferred Qualifications:
MBA Graduate of a commercial banking training program
Word, Excel and PowerPoint skills
More than 10 years of credit experience Successful experience as a commercial banking in the medical industry
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
. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.
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