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Primis · 2 days ago

Co-Director of Practice Solutions

United States

Full-time

Remote

Lead/Staff

Primis is a financial institution seeking a Co-Director of Practice Solutions to manage and lead a Healthcare Practice Group commercial lending sales team. The role involves overseeing sales activities, managing client relationships, and ensuring compliance while driving business growth and team performance.

Financial Services

Responsibilities

Responsible for recruiting, hiring, on-boarding, training, and retention

Lead, coach, and mentor a team of commercial loan officers and business development officers

Develop individual professional development and team performance plans with measurable goals, aligned with company objectives

Develop and implement motivating incentive plans that support goal attainment and team member retention

Foster a results-oriented and client-focused culture

Conduct regular and annual performance reviews; hold team members accountable for meeting performance and behavior expectations

Develop and implement a strategic sales plan to grow the commercial loan portfolio

Identify target markets, industries, and geographic territories for expansion

Set monthly, quarterly, and annual loan origination, deposit growth, and cross sales goals

Collaborate with marketing to create campaigns and outreach strategies

Build and maintain strong relationships with business clients, referral sources, and community partners

Identify and pursue new lending opportunities with doctors and practice owners

Represent the institution at networking events, industry conferences, and community functions

Support, enhance and develop network of professional vendors, and professional centers of influence/referral partners with team members

Regular, reliable, and predictable attendance

Negotiate terms and pricing of credit facilities with prospects and customers

Minimize credit portfolio risk by proactively managing assigned commercial loan portfolio. This includes assigning appropriate risk grades, ensuring proper documentation, timely receipt and analysis of financial information, annual credit reviews, and developing and implementing timely action strategies to mitigate risk

Stay abreast of industry trends; establish and maintain strong industry relationships

Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices

All other duties as assigned

Qualification

Commercial lendingSales strategyLeadershipBusiness developmentFinancial services knowledgeResearch skillsTeam buildingProven leadershipEffective communicationInterpersonal skills