Middle Market Banker

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify, solicit, develop, manage, service, retain, and enhance long-term profitable relationships in the middle market.

• Provide loan, deposit, Capital Markets, Treasury, Risk Management, and various fee-based services to current and prospective clients with annual sales ranging from $75MM to $500MM.

• Utilize CCB Industry & Advisory teams to deliver an optimal client experience.

• Refer business and personal financial needs through the appropriate channels in accordance with Integrated Relationship Management (IRM).

• Offer a distinctive client experience by employing the Truist Sales Process, Financial Insights, Industry & Advisory team, and Leadership Institute.

• Create and implement marketing strategies to acquire new client relationships and enhance existing ones.

• Foster portfolio revenue growth and generate new production revenue.

• Participate in credit decision-making, which includes financial statement analysis, credit structuring, underwriting requirements, policy knowledge, as well as risk identification and mitigation.

• Reach out to clients proactively to build middle market banking relationships and identify their business and personal financial needs.

• Engage the right partners to provide Truist solutions.

• Promote non-credit financial services activities and opportunities for fee-based revenue.

• Address the retail banking needs of clients' owners, management, and team members.

• Oversee large and complex corporate relationships.

• Maintain expertise in intricate credit products and structuring, including loan syndications, participations, and capital markets solutions.

• Fulfill risk, operational, policy, and quality expectations for the designated client portfolio.

⛳️ Requirements

• Bachelor's degree or equivalent education and relevant training.

• A minimum of ten (10) years of experience in commercial banking.

• Strong interpersonal communication skills.

• Capability to manage client relationships with borrowing clients whose total debt is $10,000,000 or more.

• Highly skilled and proficient in various aspects of corporate finance, Capital Markets, Treasury, and other non-credit services.

• Ability to clearly understand complex credits.

• Insightful in all dimensions of finance.

• Excellent verbal and written communication abilities.

• Proven proficiency in basic computer applications, including Microsoft Office software products.

• Fluency in the English language is required.

• Must be available to work the 1st shift (United States of America).

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Accidental death and dismemberment coverage.

• Tax-preferred savings accounts.

• 401k plan.

• At least 10 days of vacation during the first year of employment, prorated.

• 10 sick days, prorated.

• Paid holidays.

• Defined benefit pension plan, depending on position and division.

• Restricted stock units, depending on position and division.

• Deferred compensation plan, depending on position and division.