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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 origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio of mid-sized to large medical practices 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.

1.    Grow and manage a profitable book of clients of mid-sized to large medical groups consisting of deposits, loans, and institutional investments.  Typical book size $5MM+ in revenue with emphasis on balance sheet drivers such as loans outstanding and deposits outstanding.  
2.    Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 
3.    Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
4.    Act as the leader of Specialty firm relationship team for client firms, coordinating relationship strategy with Specialty teammates to deliver Purpose Driven Wealth Experience, including multi-city / multi-office points of contact. 
5.    Partner with teammates in Wholesale Payments, Credit, Escrow & Corporate Trust and others to deliver specific solutions tailored to meet client firm needs.
6.    Create advocacy and connectivity with both executive partner committees and senior administrative staff within client and prospect firms to foster deep connectivity with decision makers to drive new business engagements and support retention efforts. 
7.    Acting as an internal advocate for clients within appropriate boundaries. 
8.    Deliver subject matter-specific presentations to firm leadership in areas of interest to foster greater connectivity with Truist Bank. 
9.    Identify and “right channel” opportunities for clients and prospects—deliver the comprehensive resources of the bank. 
10.    Document all client interactions via CRM system. 
11.    Establish and maintain consistent visibility within medical market via event attendance locally and sometimes nationally.
12.    Participate in campaigns or volunteer at committee or board level within medical or legal-focused non-profits within local/national markets.
13.    Support Specialty teammates through collaborative relationship strategies and teamwork. 
14.    Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments. 
15.    Resolve past dues, document exceptions, etc. in partnership with credit and servicing teammates.
16.    Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
17.    Lead discussions wi