Middle Market Banker II

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

📋 Description

• Identify, solicit, cultivate, manage, service, retain, and enhance long-lasting, profitable middle market relationships within the designated region.

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

• Utilize CCB Industry & Advisory teams to establish the best client experience.

• Direct clients' business and personal financial requirements to the appropriate channel in accordance with Integrated Relationship Management (IRM).

• Apply the Truist Sales Process, Financial Insights, Industry & Advisory team, and Leadership Institute to offer a unique client experience.

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

• Propel portfolio revenue growth and generate new production revenue.

• Assist in credit decision-making, including financial statement analysis and interpretation, credit structuring, underwriting requirements, policy awareness, risk identification, and mitigation.

• Actively reach out to clients to build middle market banking relationships and ascertain their business and personal financial needs.

• Engage appropriate partners to provide Truist solutions.

• Advocate for non-credit financial services activities and fee-based revenue opportunities, including retail banking needs of clients' owners, management, and team members.

• Maintain proficiency in finance and manage extensive, intricate corporate relationships.

• Stay informed about complex credit products and structuring, including loan syndications, participations, and capital markets solutions.

• Fulfill risk, operational, policy, and quality standards for the assigned client portfolio.

⛳️ Requirements

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

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

• Excellent interpersonal communication skills; capable of managing client relationships with borrowing clients having total debt of $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 comprehend complex credits clearly; insightful in all financial aspects.

• Exceptional verbal and written communication abilities.

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

• Fluency in the English language is required.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• Accidental death and dismemberment coverage.

• Tax-preferred savings accounts.

• 401(k) plan.

• A minimum of 10 days of vacation during the first year of employment, prorated based on the date of hire and full-time or part-time status.

• 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).