Commercial Banker III - Orlando, FL

Truist Financial
Orlando
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 8+ yearsEducation: bachelorsSkills: ["Communication","Negotiation","Risk identification","Client relationship management"]

Identify and grow long-term, profitable commercial banking relationships for clients with $5M to $75M in annual sales. Deliver a differentiated client experience using the Truist sales process and industry/advisory teams, prospect to build new households, and manage an assigned client portfolio. Partner on the credit decisioning process, including financial statement analysis, underwriting, risk identification, and mitigation, while tracking pipeline and sales activity in the bank’s CRM system.

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Truist Financial
Truist Financial
1 day ago

Commercial Banker III - Orlando, FL

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Last checked: 20 hours agoStatus: Live

Job Summary

Identify and grow long-term, profitable commercial banking relationships for clients with $5M to $75M in annual sales. Deliver a differentiated client experience using the Truist sales process and industry/advisory teams, prospect to build new households, and manage an assigned client portfolio. Partner on the credit decisioning process, including financial statement analysis, underwriting, risk identification, and mitigation, while tracking pipeline and sales activity in the bank’s CRM system.
Location: Orlando
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Identify, solicit, develop, manage, service, retain, and grow profitable commercial banking relationships for assigned clients.
  • •Offer loan, deposit, and fee-based services to existing and prospective commercial clients.
  • •Execute prospecting activities to grow new commercial banking households and improve portfolio revenue growth.
  • •Contribute to the credit decisioning process, including analysis/interpretation of financial statements, credit structuring, underwriting requirements, and risk mitigation.
  • •Maintain sales activity, pipeline, and client information using the bank’s CRM system while meeting risk, operational, policy, and quality expectations.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick DaysPensionEquity

Key Requirements

  • •Bachelor’s degree (or equivalent education and related training).
  • •More than eight (8) years of experience establishing new business relationships and retaining/growing existing relationships.
  • •Strong command of credit and finance.
  • •Excellent verbal and written communication skills.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Experience:8+ yearsCommercial bankingCreditFinancial services
Education:Bachelor's
Skills:CommunicationNegotiationRisk identificationClient relationship management
Languages:English
Tech Stack:Microsoft OfficeCRM

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
WebsiteLinkedIn