Senior Care Banker II - Dallas

Truist Financial
Dallas
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 15+ yearsEducation: bachelorsSkills: ["Interpersonal communications","Client relationship management","Verbal communication","Written communication","Risk identification"]

Identify, solicit, develop, manage, service, retain, and grow long-term Senior Care client relationships by delivering loan, deposit, and Capital Markets/Treasury fee-based solutions. Execute Integrated Relationship Management (IRM), coordinate partners across internal lines of business, and lead portfolio growth through market knowledge and targeted client prospecting. Apply strong corporate finance and credit decisioning expertise to structure and underwrite complex credits while meeting risk, operational, policy, and quality expectations.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
5 days ago

Senior Care Banker II - Dallas

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 40 minutes agoStatus: Live

Job Summary

Identify, solicit, develop, manage, service, retain, and grow long-term Senior Care client relationships by delivering loan, deposit, and Capital Markets/Treasury fee-based solutions. Execute Integrated Relationship Management (IRM), coordinate partners across internal lines of business, and lead portfolio growth through market knowledge and targeted client prospecting. Apply strong corporate finance and credit decisioning expertise to structure and underwrite complex credits while meeting risk, operational, policy, and quality expectations.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Leverage the Truist Sales Process and Leadership Institute to deliver a differentiated client experience across interactions.
  • •Develop and execute a marketing plan to win and expand Senior Care relationships, driving portfolio revenue growth and new production revenue.
  • •Build in-depth knowledge of the Senior Care industry and assigned regional and national markets.
  • •Contribute to credit decisioning, including financial statement analysis, credit structuring, underwriting requirements, and risk identification/mitigation.
  • •Proactively contact clients using IRM principles to develop full business and personal financial needs and bring in appropriate partners to deliver Truist solutions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid HolidaysPaid Sick

Key Requirements

  • •Bachelor's degree or equivalent education and related training.
  • •15+ years of experience in corporate, commercial, or investment banking, including relevant Senior Care industry experience.
  • •Strong interpersonal communications and ability to manage client relationships across Senior Care clients.
  • •Highly skilled in corporate finance, Capital Markets, Treasury, and other non-credit services.
  • •Proficiency in credit analysis and understanding complex credits; excellent verbal and written communication skills, plus basic computer applications (Microsoft Office).
Experience:15+ yearsCorporate bankingCommercial bankingInvestment bankingSenior Care industryCapital MarketsTreasuryCredit underwritingCredit risk
Education:Bachelor's
Skills:Interpersonal communicationsClient relationship managementVerbal communicationWritten communicationRisk identification
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn