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. This role manages high-value client portfolios and drives revenue generation, cross-selling, client retention, and profitability. It leads the structuring, pricing coordination, negotiation, and credit approval processes for complex, high-value transactions, serving as a primary client advocate while aligning client needs with bank objectives. The Director builds long-term relationships with strategic clients and provides advice on financial solutions, loan products, rates, terms, and collateral requirements. The role develops market coverage strategies, identifies share-of-wallet opportunities, analyzes market and industry trends, and uses portfolio analysis to support returns above ROE thresholds. It collaborates with internal teams and senior leaders to develop appropriate products, solutions, and business strategies, represents the bank at industry events, and reports on team performance, client satisfaction, trends, and strategic initiatives. Operating at a group or enterprise-wide level, the Director serves as a specialist resource to senior leaders and stakeholders, addresses complex or non-routine situations, and implements changes in response to shifting trends. The role also ensures compliance with regulatory requirements, internal controls, and bank policies, and applies the Risk Management Framework to make sound, risk-informed decisions within the bank’s approved risk appetite. Broader work or accountabilities may be assigned as needed.
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 the credit qualifications and possess the associated credit knowledge and skills required for the credit portfolio 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.
- Generate significant revenue through sales and syndications.
- Serve as an escalation point for complex client issues and resolve conflicts using strategic problem-solving.
- Lead structuring, pricing coordination, negotiations, and credit approvals for high-value, complex deals.
- Manage high-value client portfolios to drive cross-selling, retention, and profitability.
- Implement cross-selling initiatives and convert client opportunities into revenue-generating sales.
- Lead market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
- Represent the bank at industry forums and conferences and use market insights to inform strategic decisions.
- Engage senior leadership and cross-functional teams to align strategies and deliver holistic business solutions.
- Report to bank leadership on team performance, client satisfaction, market trends, and strategic initiatives.
- Advise clients on loan products, options, rates, terms, and collateral requirements.
- Build and maintain long-term relationships with high-value and strategic clients and provide advice on financial solutions.
- Analyze market trends, client industry developments, and competitive positioning to inform client solutions.
- Work with internal teams and stakeholders to define products, solutions, and strategies that meet client needs.
- Identify share-of-wallet opportunities and use analysis tools to nurture and grow a portfolio that exceeds ROE thresholds.
- Proactively evaluate client returns.
- Ensure adherence to regulatory requirements, internal controls, compliance policies, and service standards while mitigating risk.
- Apply the Risk Management Framework and make risk-informed decisions consistent with business strategy, approved risk appetite, policies, laws, and regulations.
- Serve as a specialist resource to senior leaders and stakeholders at a group or enterprise-wide level.
- Address unique, ambiguous, complex, and non-routine situations and implement changes in response to shifting trends.
Benefits
- Health insurance
- Tuition reimbursement
- Accident insurance
- Life insurance
- Retirement savings plans
- Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in the total compensation package.
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What This Job Offers
Job Type
Full-time
Career Level
Director
