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Truist Bank

Runs banking and lending for people and businesses

Middle Market Banker 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent education and related training is required.
  • At least 10 years of commercial banking experience is required.
  • Ability to handle client relationships with borrowing clients with total debt of $10,000,000 or more is required.
  • Proficiency in corporate finance, Capital Markets, Treasury, and other non-credit services is required.
  • Ability to understand complex credits and broad aspects of finance is required.
  • Verbal and written communication skills are required.
  • Proficiency in basic computer applications, including Microsoft Office software products, is required.

Responsibilities

  • Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships in the assigned region by offering loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services to existing and prospective clients with $75 million to $500 million in annual sales.
  • Leverage the CCB Industry & Advisory teams as appropriate to create an optimal client experience.
  • Refer business and personal financial needs of assigned clients through appropriate channels according to Integrated Relationship Management principles.
  • Use the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to deliver a differentiated client experience in client, prospect, and center-of-influence interactions.
  • Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships, improving portfolio revenue growth and new production revenue.
  • Contribute to credit decisioning, including financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation in accordance with the Truist credit risk appetite.
  • Proactively contact clients to develop middle market banking relationships by applying Integrated Relationship Management principles, identifying business and personal financial needs, and engaging appropriate partners to deliver Truist solutions.
  • Promote non-credit financial services in the middle market segment and drive fee-based revenue opportunities, including retail banking services for clients' owners, management, and teammates.
  • Maintain proficiency and expertise in finance and manage large, complex corporate relationships.
  • Maintain knowledge of complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
  • Meet risk, operational, policy, and quality expectations for the assigned client portfolio.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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