Commercial Banker III - Dallas, TX

Truist • Dallas, TX

1d

About The Position

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

Manage and grow an assigned commercial banking client portfolio, develop new commercial banking households, and contribute to credit decisions. Responsibilities include financial analysis, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation in accordance with Truist’s credit risk appetite. Drive portfolio revenue growth and new production revenue, develop clients’ business and personal financial relationships using IRM principles, maintain sales and pipeline information in the bank’s CRM system, and meet risk, operational, policy, and quality expectations.

Requirements

• Bachelor’s degree, or equivalent education and related training.
• More than eight years of experience with proven results establishing new business relationships and retaining and growing existing business relationships.
• Strong command of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficiency in basic computer applications, such as Microsoft Office software products.

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.
• Prospect to develop new commercial banking households.
• Contribute to credit decisioning, including financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation.
• Drive continued portfolio revenue growth and new production revenue.
• Proactively develop commercial banking relationships by applying Integrated Relationship Management principles.
• Identify clients’ business and personal financial needs and engage appropriate partners to provide Truist solutions.
• Maintain sales activity, pipeline, and other relevant 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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