Banker
Full-Time ▪ Banking ▪ Nashville, TN
The Role
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.
Who We Are
Truxton Trust Company is a provider of private banking, wealth management, trust, capital markets, and family office services for wealthy individuals, their families and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). For more information, visit truxtontrust.com.
Our mission: To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.
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 the risk to both the Bank and the customer including an understanding of federal tax returns, K1s, cashflow 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 Management Services and Treasury Operations to develop new business opportunities and connect clients with experts who can help with their specialized financial needs
What We Are Looking For:
Attributes and Abilities
- You are a problem solver, able to both diagnose challenges and solve them efficiently
- You are curious and excited to learn when presented with a new issue
- You are proactive in completing work and advancing goals of the banking team
- You are able to seamlessly toggle between independent work and collaborating with a team
- You are detail-oriented and organized
- You prioritize diligence and timeliness
Experience and Skills
- At least 3 years of experience and a proven track record of managing relationships, lending, and developing business in a professional services firm
- You are 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: Advanced Degree or Professional Designation (CFP, CTFA, CFA, etc.)
Why You Should Work Here
- Truxton is a highly profitable and growing company that has been recognized by American Banker as the 19th best community bank (and top-ranking TN bank) based on 3-year Return on Average Equity
- Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset-liability management, treasury management, deposit operations, and capital markets
- Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
- Opportunities for incentive bonuses through new business referral
- Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations
If working for Truxton appeals to you but you don’t think you are a match for this role, we still encourage you to send a resume and cover letter explaining how you might contribute to our team.
What We Offer
- 401k + company match
- Medical, life, dental, and vision insurance
- Paid federal holidays
- Paid vacation Time
- Employee assistance program (EAP)
- Short-term and long-term disability insurance