Commercial Banker II
About The Position
The Commercial Banker II identifies, solicits, develops, manages, services, retains, and grows long-term commercial relationships for clients with $5MM to $75MM in annual sales. The role offers loan, deposit, and fee-based services to existing and prospective commercial clients, leverages CCB Industry & Advisory teams to create an optimal client experience, and refers clients’ business and personal financial needs through appropriate channels under Integrated Relationship Management (IRM). Levels I–III are differentiated at leadership discretion based on commercial banking experience, portfolio size, and overall potential.
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.
Responsibilities
- Use the Truist Sales Process, Financial Insights, and Industry & Advisory teams to provide a differentiated experience in interactions with clients, prospects, and centers of influence.
- Manage, service, and grow an assigned book of commercial banking clients.
- Prospect 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, consistent with Truist’s credit risk appetite.
- Improve portfolio revenue growth and new production revenue.
- Proactively contact clients to develop commercial banking relationships using IRM principles, identify business and personal financial needs, and bring in appropriate partners to deliver Truist solutions.
- Maintain and update sales activity, pipeline, and other pertinent information in the bank’s CRM 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 based on hire date and employment status
- 10 sick days, prorated
- Paid holidays
- May be eligible, depending on position and division, for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
