Director, Not for Profit and Healthcare Banking
About The Position
The Director, Not for Profit and Healthcare Banking facilitates bank growth through business development and management of key client relationships, maintaining a strong record of revenue generation through sales and syndications. The role manages high-value client portfolios and long-term strategic relationships, driving cross-selling, retention, profitability, and share-of-wallet growth. It leads the structuring, negotiation, pricing coordination, and credit approval process for complex transactions, while providing tailored strategic advice on loan products, rates, terms, and collateral requirements. The position develops market coverage strategies, assesses market and client-industry trends, and represents the bank at industry forums and conferences. It collaborates with senior leaders and cross-functional stakeholders to shape client solutions and business strategies, and reports on team performance, client satisfaction, market trends, and strategic initiatives. The role applies analysis tools to grow portfolios that exceed return-on-equity thresholds, evaluates client returns proactively, and ensures relationship-management activities comply with regulatory requirements, internal controls, and bank policies. It operates at a group or enterprise-wide level, serving as a specialist resource to senior stakeholders and addressing complex, non-routine situations with sound risk-informed judgment.
Requirements
- 10+ years of relevant experience in relationship management, account management, or portfolio management in a corporate or similar segmented banking environment with sales metrics is preferred.
- Bachelor’s degree required; Business Administration, Finance, or Accounting preferred. Another related discipline or commensurate work experience may be considered.
- For a credit-qualifiable role, meet credit qualifications and possess credit knowledge and skills according to credit portfolio requirements and qualification standards.
- Seasoned professional with a combination of education, experience, and industry knowledge.
- Advanced proficiency in project management and change management.
- Expert proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, customer service, stakeholder management, negotiation, and customer relationship building.
Responsibilities
- Facilitate bank growth through business development and management of key client relationships, generating revenue from sales and syndications.
- Act as an escalation point for complex client issues and resolve conflicts through strategic problem-solving.
- Lead the structuring, negotiation, pricing coordination, and credit approval of high-value, complex transactions.
- Manage high-value client portfolios, driving cross-selling, retention, profitability, and client engagement.
- Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
- Represent the bank at industry forums and conferences, using insights on trends, competition, and emerging products to inform decisions.
- Engage senior leadership and cross-functional teams to align strategies, address client needs, and develop holistic business solutions.
- Report to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
- Provide strategic advice on loan products, options, rates, terms, and collateral requirements, tailored to client needs and business objectives.
- Build and maintain long-term relationships with high-value and strategic clients, providing financial advice and exceptional service.
- Analyze market trends, client-industry developments, and competitive positioning to inform client solutions and improve satisfaction.
- Work with internal teams and stakeholders to define products, solutions, and strategies that fit client needs.
- Identify share-of-wallet opportunities and use analysis tools to grow a portfolio that exceeds return-on-equity thresholds; proactively evaluate client returns.
- Ensure compliance with regulatory requirements, internal controls, and policies in relationship management, mitigating risk and maintaining service standards.
- Apply the bank’s Risk Management Framework and Risk Culture, making informed decisions within approved risk appetite and applicable policies, laws, and regulations.
- Adapt to shifting trends and address complex, ambiguous, and non-routine situations; undertake broader work or accountabilities as needed.
Benefits
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- Performance-based incentives and discretionary bonuses may be included in the total compensation package.
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What This Job Offers
Job Type
Full-time
Career Level
Director
