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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-timeCharlotte, NC, USANo salary listedIn-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.
  • Strong interpersonal communication skills and the ability to handle client relationships with borrowing clients carrying total debt of $10,000,000 or more are required.
  • High proficiency in corporate finance, Capital Markets, Treasury, and other non-credit services is required.
  • The ability to understand complex credits clearly and demonstrate insight across aspects of finance is required.
  • Excellent verbal and written communication skills are required.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, is required.

Responsibilities

  • Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships in an 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 the optimal client experience.
  • Refer clients' business and personal financial needs through the appropriate channel according to Integrated Relationship Management principles.
  • Use the Truist Sales Process, Financial Insights, Industry & Advisory team, and 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, while continually improving portfolio revenue growth and new production revenue.
  • Contribute to credit decisioning, including financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, risk identification, and mitigation in accordance with Truist's credit risk appetite.
  • Contact clients proactively to develop middle market banking relationships by executing Integrated Relationship Management principles, identifying business and personal financial needs, and engaging appropriate partners to deliver Truist solutions.
  • Promote non-credit financial services activity 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 across finance and manage large, complex corporate relationships.
  • Maintain extensive knowledge of complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
  • Execute 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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