Senior Care Banker II - Dallas

Senior Care Banking Relationship Manager

Identify, solicit, develop, manage, service, retain and grow long-term profitable Senior Care relationships in assigned regions and National markets by offering a full range of loan, deposit, Capital Markets, Treasury, Agency, Risk Management and other fee-based services to existing and prospective clients in the Senior Care Industry. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM).

Levels (I, II, III) should be differentiated based on years of banking experience, portfolio size, and overall potential in the role per leadership discretion.

Essential Duties and Responsibilities

• Leverage the Truist Sales Process, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions.
• Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships in the Senior Care industry. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
• Develop in-depth knowledge of the Senior Care industry and assigned regional and National markets.
• 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.
• Proactively contact clients to fully develop Senior Care banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
• Champion non-credit financial services activity in the Senior Care segment, driving fee-based revenue opportunities, including specific efforts to engage other Lines of Business with shared industry specialization:
  Granbridge Seniors Housing, Treasury, McGriff Insurance, Syndications, and Public Finance.
• Serve the retail banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc).
• 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.
• Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Qualifications

• Bachelor's degree or equivalent education and related training
• Fifteen (15) or more years of experience in corporate, commercial or investment banking, including relevant and material experience in the Senior Care Industry or other similar experience.
• Strong interpersonal communications; can handle client relationships with all Senior Care clients, regardless of sub-sector, tax-status or capital structure.
• Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
• Ability to grasp complex credits clearly; is insightful in all aspects of finance
• Excellent verbal and written communication skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

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.