Truist Financial

4 weeks ago

Middle Market Banker II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Identify, develop, and retain long-term middle-market client relationships by delivering a full suite of loan, deposit, capital markets, treasury, risk management, and fee-based services. Execute the Truist sales process and marketing plans to grow portfolio revenue and new production. Support credit decisioning through financial analysis, underwriting, and credit structuring while managing risk, operational, policy, and quality expectations for an assigned client portfolio.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Leverage the Truist sales process, financial insights, industry/advisory teams, and leadership institute to deliver a differentiated client experience.
•Develop and execute marketing plans to win new relationships and expand existing ones, improving portfolio revenue growth and new production revenue.
•Understand and contribute to credit decisioning, including analysis of financial statements, credit structuring, underwriting requirements, and risk identification/mitigation aligned to credit risk appetite.
•Proactively contact clients to apply Integrated Relationship Management (IRM) principles and coordinate partners to deliver Truist solutions for business and personal financial needs.
•Champion non-credit financial services activity to drive fee-based revenue and execute risk, operational, policy, and quality expectations for the assigned portfolio.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor's degree or equivalent education and related training.
•10 or more years of experience in commercial banking.
•Strong interpersonal communications and ability to manage client relationships with total debt of $10,000,000 or more.
•Strong proficiency in corporate finance, capital markets, treasury, and other non-credit services.
•Demonstrated ability to grasp complex credits and clear communication (verbal and written), including proficiency in Microsoft Office.

Experience:10+ yearsCommercial bankingMiddle market

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationRisk identificationUnderwriting judgment

Languages:English

Tech Stack:Microsoft Office

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

4 weeks ago

Middle Market Banker II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Leverage the Truist sales process, financial insights, industry/advisory teams, and leadership institute to deliver a differentiated client experience.
•Develop and execute marketing plans to win new relationships and expand existing ones, improving portfolio revenue growth and new production revenue.
•Understand and contribute to credit decisioning, including analysis of financial statements, credit structuring, underwriting requirements, and risk identification/mitigation aligned to credit risk appetite.
•Proactively contact clients to apply Integrated Relationship Management (IRM) principles and coordinate partners to deliver Truist solutions for business and personal financial needs.
•Champion non-credit financial services activity to drive fee-based revenue and execute risk, operational, policy, and quality expectations for the assigned portfolio.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

•Bachelor's degree or equivalent education and related training.
•10 or more years of experience in commercial banking.
•Strong interpersonal communications and ability to manage client relationships with total debt of $10,000,000 or more.
•Strong proficiency in corporate finance, capital markets, treasury, and other non-credit services.
•Demonstrated ability to grasp complex credits and clear communication (verbal and written), including proficiency in Microsoft Office.

Experience:10+ yearsCommercial bankingMiddle market

Education:Bachelor's

Skills:Interpersonal communicationVerbal communicationWritten communicationRisk identificationUnderwriting judgment

Languages:English

Tech Stack:Microsoft Office

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn