Commercial Banker II

Truist Bank • Palm Beach Gardens, FL

8d

About The Position

Identify, solicit, develop, manage, service, retain, and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels I–III are differentiated based on commercial banking experience, portfolio size, and overall potential in the role, at leadership’s discretion.

Requirements

• Bachelor’s degree, or equivalent education and related training.
• Three to eight years of experience.
• Clear understanding of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficiency in basic computer applications, such as Microsoft Office software products.
• English language fluency is required.

Responsibilities

• Use the Truist Sales Process, Financial Insights, and Industry & Advisory team to deliver a differentiated experience in client, prospect, and center of influence interactions.
• Manage, service, and grow an assigned book of commercial banking clients.
• Conduct prospecting activities to develop new commercial banking households.
• Contribute to credit decisions, including financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation in accordance with Truist’s credit risk appetite.
• Drive continual improvement in portfolio revenue growth and new production revenue.
• Proactively contact clients to develop commercial banking relationships through Integrated Relationship Management principles, identify business and personal financial needs, and engage appropriate partners to deliver Truist solutions.
• Maintain and update sales activity, pipeline, and other relevant information in the bank’s client relationship management system.
• Meet risk, operational, policy, and quality expectations for the assigned client portfolio.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level