Full-Time

Cre Banker III

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior, Expert

Atlanta, GA, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Risk Management
Marketing
Requirements
  • Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training
  • Minimum twelve (12), preferred fifteen (15) years of related experience, preferably all in Commercial Real Estate Banking
  • Strong analytical problem-solving skills; Formal CRE credit training preferred
  • Effective interpersonal communication, marketing and sales skills
  • Proven negotiating ability
  • Strong business acumen (i.e. critical thinking and decision making)
  • Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment
  • Knowledge of accounting, financial, operational, regulatory and information technology systems
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Competence in Real Estate Finance modeling, including IPL, DCF and Argus
Responsibilities
  • Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services
  • Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan
  • Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to provide proactive solutions to client needs
  • Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results
  • Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews
  • Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA, CREFC, and others. Leadership roles are preferred
  • Stay informed on industry developments, trends and competitive data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist
  • Work closely with junior-level teammates to foster and promote professional growth opportunities
Desired Qualifications
  • Formal CRE credit training preferred

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

5%

1 year growth

1%

2 year growth

0%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.