Medical Wealth Relationship Manager

Truist Bank

Houston, TX, United States
On-site
Develop profitable client relationships
Originate new business via leads and referrals
Partner with internal teams for client solutions
Responsible for origination and ongoing 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

Job Summary

  • Responsible for origination and ongoing 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.
  • 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.
  • Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.

Matching Summary

Responsible for origination and ongoing 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.

Skills & Requirements

Must-have

  • Develop profitable client relationships
  • Originate new business via leads and referrals
  • Partner with internal teams for client solutions
  • Deliver subject matter presentations to leadership
  • Maintain consistent visibility within medical market

Nice-to-have

  • Anticipate issues and trends in healthcare
  • Foster deep connectivity with decision makers
  • Act as an internal advocate for clients
  • Participate in medical non-profit committees

Key Requirements

  • Bachelor's Degree
  • 7+ years commercial lending/relationship management
  • FINRA Series 7, 66, Life, Health, Variable licenses
  • SAFE (Mortgage Licensing Act) compliant
  • Strong credit knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter