Commercial Banker III
About The Position
The Commercial Banker III identifies, solicits, develops, manages, services, retains, and grows long-term profitable commercial relationships with clients generating $5 million to $75 million in annual sales. The role offers existing and prospective commercial clients a full range of loan, deposit, and fee-based services and leverages CCB Industry & Advisory teams to create an optimal client experience. The banker also refers assigned clients’ business and personal financial needs through appropriate channels according to Integrated Relationship Management (IRM) principles. Levels I–III are differentiated at leadership discretion based on commercial banking experience, portfolio size, and overall potential in the role.
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.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
- English language fluency.
Responsibilities
- Use the Truist Sales Process, Financial Insights, and Industry & Advisory teams to deliver a differentiated experience in client, prospect, and center of influence interactions.
- Manage, service, and grow an assigned book of commercial banking clients.
- Carry out prospecting activities to develop new commercial banking households.
- Contribute to credit decisions through financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation, consistent 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 by applying IRM principles, identifying business and personal financial needs, and involving 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
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during 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, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
