Commercial Banker III

Truist Bank • Greensboro, NC

8d

About The Position

Identify, solicit, develop, manage, service, retain, and grow long-term profitable commercial relationships with clients that have $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage CCB Industry & Advisory teams as appropriate to create an optimal client experience, and refer clients’ business and personal financial needs through appropriate channels 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.

Manage and grow an assigned book of commercial banking clients, pursue new commercial banking households, and support credit decisions through financial analysis, credit structuring, underwriting, policy knowledge, and risk identification and mitigation consistent with Truist’s credit risk appetite. Drive portfolio revenue growth and new production revenue; proactively identify client business and personal financial needs and involve appropriate partners to deliver Truist solutions. Maintain sales activity, pipeline, and other relevant information in the Bank’s CRM system, and meet risk, operational, policy, and quality expectations for the assigned portfolio.

This is a regular position requiring English fluency and working on the first shift in the United States. The posting identifies benefits available to eligible regular employees, with specific eligibility depending on factors including division, position, and work status.

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.
• English fluency is required.

Responsibilities

• Identify, solicit, develop, manage, service, retain, and grow profitable commercial client relationships for businesses with $5MM to $75MM in annual sales.
• Offer loan, deposit, and fee-based services to existing and prospective commercial clients.
• Use the Truist Sales Process, Financial Insights, and Industry & Advisory teams to deliver a differentiated client experience.
• Manage, service, and grow an assigned book of commercial banking clients.
• Prospect for and 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.
• Drive continual improvement in portfolio revenue growth and new production revenue.
• Proactively contact clients and apply IRM principles to develop commercial banking relationships.
• Identify clients’ business and personal financial needs and involve appropriate partners to deliver Truist solutions.
• Maintain sales activity, pipeline, and other pertinent information in the Bank’s CRM system.
• Execute risk, operational, policy, and quality expectations for the assigned client portfolio.
• Refer clients’ business and personal financial needs through appropriate channels.

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 in the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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