Middle Market Banker II

Truist Financial
Pennsylvania
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 10+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Client relationship management","Risk identification","Verbal communication","Written communication"]

Develop and manage long-term middle market banking relationships in an assigned region by delivering loan, deposit, Capital Markets, Treasury, and risk-management services to clients with $75M–$500M in annual sales. Execute the Truist sales and marketing process to win new clients and grow portfolio revenue, support credit decisioning through financial analysis and structuring, and champion fee-based non-credit services to expand overall client needs.

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Truist Financial
Truist Financial
3 weeks ago

Middle Market Banker II

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: first listed 3 weeks ago

Job Summary

Develop and manage long-term middle market banking relationships in an assigned region by delivering loan, deposit, Capital Markets, Treasury, and risk-management services to clients with $75M–$500M in annual sales. Execute the Truist sales and marketing process to win new clients and grow portfolio revenue, support credit decisioning through financial analysis and structuring, and champion fee-based non-credit services to expand overall client needs.
Location: Pennsylvania
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 middle market relationships in an assigned region.
  • •Leverage sales and advisory resources to deliver a differentiated client experience with clients, prospects, and centers of influence.
  • •Develop and execute a marketing plan to win new relationships and expand existing relationships to improve portfolio and new production revenue.
  • •Contribute to credit decisioning by analyzing financial statements, credit structuring, and underwriting requirements while aligning with Truist credit risk appetite.
  • •Champion non-credit financial services activities to drive fee-based revenue opportunities for the middle market segment.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

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 borrowing clients with total debt of $10,000,000 or more
  • •Highly skilled in corporate finance, Capital Markets, Treasury, and other non-credit services
  • •Demonstrated ability to grasp complex credits and communicate effectively (verbal and written), with proficiency in Microsoft Office
Experience:10+ yearsCommercial banking
Education:Bachelor's
Skills:Interpersonal communicationClient relationship managementRisk identificationVerbal communicationWritten communication
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
WebsiteLinkedIn