Truxton Trust Company
The Banker is responsible for providing personalized financial services for individuals, families, and businesses, and promoting the Bank throughout the community by developing and managing relationships with clients and prospects. The position will collaborate with our experienced team of deposit, loan, and credit operators and administrators to provide deposit and lending expertise and solutions to our clients. We are looking for candidates who are ambitious about growing new and existing business and passionate about delivering premium service to our banking clients.
WHAT YOU WILL BE DOING
Prospecting for new business by building a pipeline of clients and opportunities through sales and marketing efforts.
Developing and managing relationships with existing clients and prospects by identifying their current and future financial needs.
Delivering advice, counsel, and high-level service to meet the financial needs of clients.
Analyzing financial status, credit, and other factors to identify risks to both the Bank and the customer, including understanding federal tax returns, K1s, cash flow analysis, company balance sheet and income statement, personal financial statement, collateral, loan policy, purpose, and repayment sources.
Facilitating the negotiation of personal and commercial loans with all appropriate parties, in accordance with policies and procedures.
Managing loan portfolios including maturing loans, past dues, loan policy exceptions, non-sufficient funds, signature cards, transfers, and payments.
Partnering with Wealth and Treasury Operations teams to develop new business opportunities and connect clients with experts who can help with their specialized financial needs.
Requirements Attributes and Abilities
Eager to build new and cultivate existing Banking relationships.
Experienced in managing portfolios of business.
Problem solver, able to diagnose challenges and solve them efficiently.
Curious and excited to learn when presented with new issues.
Proactive in completing work and advancing the goals of the banking team.
Able to work independently and collaboratively; a self-starter.
Detail-oriented, diligent, and organized.
Experience and Skills
At least 3 years of experience managing relationships, lending, and developing business in a professional services firm.
Proficient with Microsoft Office (Word, PPT, Excel) and other bank-specific software.
Education and Designations
Bachelor’s Degree in Business, Finance, Accounting, or Economics preferred.
Bonus points for an Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.).
ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s experienced team provides customized solutions for complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its guiding principle: do the right thing. Truxton Trust Company is a subsidiary of Truxton Corporation (OTCPK: TRUX).
MISSION STATEMENT To do the right thing every day, putting our clients’ interests first, with comprehensive financial solutions that promote prosperity and quality of life.
WHAT WE OFFER
401k + company match
Medical, life, dental, vision insurance
Paid federal holidays and vacation
Employee assistance program (EAP)
Support for continued learning and industry certifications
WHY YOU SHOULD WORK HERE
Truxton is a profitable, growing company recognized as the 9th best community bank by American Banker based on 3-year ROAE.
Opportunities to grow expertise, take on challenges, and gain exposure to sophisticated work.
As a smaller company, you can chart your own course and contribute beyond your job title.
Opportunities for incentive bonuses through new business referrals.
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WHAT YOU WILL BE DOING
Prospecting for new business by building a pipeline of clients and opportunities through sales and marketing efforts.
Developing and managing relationships with existing clients and prospects by identifying their current and future financial needs.
Delivering advice, counsel, and high-level service to meet the financial needs of clients.
Analyzing financial status, credit, and other factors to identify risks to both the Bank and the customer, including understanding federal tax returns, K1s, cash flow analysis, company balance sheet and income statement, personal financial statement, collateral, loan policy, purpose, and repayment sources.
Facilitating the negotiation of personal and commercial loans with all appropriate parties, in accordance with policies and procedures.
Managing loan portfolios including maturing loans, past dues, loan policy exceptions, non-sufficient funds, signature cards, transfers, and payments.
Partnering with Wealth and Treasury Operations teams to develop new business opportunities and connect clients with experts who can help with their specialized financial needs.
Requirements Attributes and Abilities
Eager to build new and cultivate existing Banking relationships.
Experienced in managing portfolios of business.
Problem solver, able to diagnose challenges and solve them efficiently.
Curious and excited to learn when presented with new issues.
Proactive in completing work and advancing the goals of the banking team.
Able to work independently and collaboratively; a self-starter.
Detail-oriented, diligent, and organized.
Experience and Skills
At least 3 years of experience managing relationships, lending, and developing business in a professional services firm.
Proficient with Microsoft Office (Word, PPT, Excel) and other bank-specific software.
Education and Designations
Bachelor’s Degree in Business, Finance, Accounting, or Economics preferred.
Bonus points for an Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.).
ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s experienced team provides customized solutions for complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its guiding principle: do the right thing. Truxton Trust Company is a subsidiary of Truxton Corporation (OTCPK: TRUX).
MISSION STATEMENT To do the right thing every day, putting our clients’ interests first, with comprehensive financial solutions that promote prosperity and quality of life.
WHAT WE OFFER
401k + company match
Medical, life, dental, vision insurance
Paid federal holidays and vacation
Employee assistance program (EAP)
Support for continued learning and industry certifications
WHY YOU SHOULD WORK HERE
Truxton is a profitable, growing company recognized as the 9th best community bank by American Banker based on 3-year ROAE.
Opportunities to grow expertise, take on challenges, and gain exposure to sophisticated work.
As a smaller company, you can chart your own course and contribute beyond your job title.
Opportunities for incentive bonuses through new business referrals.
#J-18808-Ljbffr