Commercial Real Estate Banker III

Truist Bank • Boston, MA

7d

About The Position

The Commercial Real Estate Banker III originates, develops, and leads strategic commercial real estate relationships with private developers, investors, and institutional real estate clients throughout the Mid-Atlantic and Northeast regions. The role is based in New York City, Washington, D.C., or Boston, and serves as the primary relationship manager, delivering customized, complex banking and capital markets solutions by leveraging Truist’s capabilities. The banker is accountable for originating new primary relationships, expanding existing relationships, and generating profitable, risk-appropriate revenue growth.

The role manages client relationships and execution across credit facilities, capital markets transactions, and treasury management services. It works with product partners across the bank to provide proactive client solutions, maintains appropriate credit and compliance standards, presents opportunities and portfolio matters to senior management, and represents Truist in commercial real estate industry organizations. The banker also serves as an industry expert and supports the professional development of junior teammates.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, with relevant knowledge and experience, or equivalent education and related training.
• At least 12 years of related experience; preferably 15 years, 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 real estate development and investment.
• Knowledge of accounting, financial, operational, regulatory, and information technology systems.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
• Competence in real estate finance modeling, including IPL, DCF, and Argus.

Nice To Haves

• Formal CRE credit training.
• Fifteen years of related experience, preferably all in Commercial Real Estate Banking.
• Leadership roles in CRE industry organizations.

Responsibilities

• Manage all aspects of client relationships, including execution of credit facilities, capital markets transactions, and treasury management services.
• Serve as the lead 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 develop proactive client solutions.
• 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 actively in CRE industry organizations, including ULI, NAIOP, CREW, RELA, and CREFC; leadership roles are preferred.
• Stay informed about industry developments, trends, and competitive data and function as an industry expert for CIG CRE and Truist.
• Work with junior-level teammates to foster and promote professional growth.

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 as applicable
• 10 sick days, prorated as applicable
• 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
• Additional incentive pay

What This Job Offers

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