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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing marketing strategies for Hospitals, Higher Education, and Government sectors, with a strong focus on client relationship management and financial insights. Proficient in credit and finance, with extensive experience in managing complex corporate relationships and ensuring compliance with banking policies.
Highest-signal resume keywords
Client Relationship ManagementCredit and Finance ExpertiseMarketing Strategy DevelopmentNegotiation SkillsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit Proposal Write-UpsLoan SyndicationComplex Credit StructuringData Integrity ManagementSales Activity Monitoring
Soft Skills
Excellent Verbal CommunicationExcellent Written Communication
Tools & Technologies
CRM System
Industry Keywords
Financial ServicesHospitalsHigher EducationGovernmentClient Experience
About the role
Key responsibilities & impact- Develop and execute a marketing plan focused on growing new relationships and expanding existing client relationships in the Hospitals, Higher Education & Government segment
- Meet loan, deposit, and fee-based revenue expectations
- Deliver a differentiated client experience to clients, prospects, and centers of influence using Financial Insights and other strategic advisory tools and resources
- Develop new business client relationships and improve market share of business loans and non-credit services, including deposits
- Collaborate with Public Finance, Industry Consultants, Wholesale Payments, Wealth, and Risk partners to execute HHG growth strategies
- Manage the profitability, quality, liquidity, and growth of the assigned HHG portfolio
- Service client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings
- Identify portfolio weaknesses and manage problem or delinquent credit relationships
- Ensure data integrity and adherence to the Bank's policies, programs, and objectives
- Monitor, maintain, and update sales activity, pipeline, and other pertinent information in the Bank's CRM system
- Execute risk, operational, policy, and quality expectations for the assigned client portfolio
Requirements
What you’ll need- Bachelor's degree or equivalent education and related training
- More than eight (8) years of experience in financial services, preferably with Hospitals, Higher Education & Government clients
- Ability to grasp large complex Hospitals, Higher Education & Government credits clearly
- Strong command of credit and finance
- Excellent verbal and written communication skills
- Excellent negotiation skills
- Proficient in managing large and complex corporate relationships
- Knowledge and experience in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)
