Commercial Real Estate Banker III
About The Position
Originate, develop, and lead strategic Commercial Real Estate relationships with private real estate developers, investors, and institutional real estate clients throughout the Mid-Atlantic and Northeast regions. The CRE Banker will be based in New York City, Washington, D.C., or Boston. The role delivers customized, complex banking and capital markets solutions while serving as the primary relationship manager and leveraging Truist’s capabilities to meet client needs. The banker is accountable for originating new primary relationships, deepening and expanding existing relationships, and generating profitable, risk-appropriate revenue growth. The position manages client relationships and transaction execution, partners with product teams across the bank, applies sound risk management, and contributes industry expertise. It also includes engagement with CRE industry organizations and supporting the professional growth of junior-level teammates.
Requirements
- Bachelor's degree in Business, Finance, or a related field, with specific knowledge or experience and supporting educational background, or equivalent education and related training.
- Minimum of 12 years of related experience, preferably all in Commercial Real Estate Banking.
- Strong analytical and problem-solving skills.
- Effective interpersonal communication, marketing, and sales skills.
- Proven negotiating ability.
- Strong business acumen, including critical thinking and decision-making.
- Strong understanding of the real estate industry, including a deep fundamental understanding of real estate development and investment.
- Knowledge of accounting, financial, operational, regulatory, and information technology systems.
- Proficiency in basic computer applications, such as Microsoft Office software products.
- Competence in real estate finance modeling, including IPL, DCF, and Argus.
Nice To Haves
- Fifteen years of related experience, preferably all in Commercial Real Estate Banking.
- Formal CRE credit training.
- Leadership roles in CRE industry organizations.
Responsibilities
- Manage all aspects of client relationships, including driving execution of credit facilities, capital markets transactions, and treasury management services.
- Serve as the lead point of contact for clients and prospects, growing and deepening relationships through a defined profitable growth plan.
- Engage product partners across Capital Markets, Treasury, Agency, Mortgage Banking, and Marketing to provide proactive solutions to client needs.
- Maintain satisfactory credit risk standards, risk review assessments, audit results, and compliance results.
- Prepare and deliver presentations to senior line-of-business management and senior credit risk management on new credit opportunities, portfolio management, and market overviews.
- Participate in CRE industry organizations, including ULI, NAIOP, CREW, RELA, and CREFC; leadership roles are preferred.
- Stay informed about industry developments, trends, and competitive data, serving as an industry expert for Corporate and Investment Group CRE and Truist.
- Work closely with junior-level teammates to foster and promote professional growth opportunities.
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 full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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
Senior
