Commercial Real Estate Banker III
About The Position
Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. 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 banker will be based in New York City, Washington, D.C., or Boston, serve as the primary relationship manager, and leverage Truist’s capabilities to meet client needs. The role is accountable for originating new primary relationships, deepening and expanding existing relationships, and generating profitable, risk-appropriate revenue growth.
Requirements
- Bachelor’s degree in Business, Finance, or a related field, with specific knowledge or experience supported by educational background, or equivalent education and related training.
- At least 12 years of related experience; experience preferably includes 15 years and is 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 products.
- Competence in real estate finance modeling, including IPL, DCF, and Argus.
- English language fluency is required.
Nice To Haves
- Formal CRE credit training.
- Leadership roles in Commercial Real Estate 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 point of contact for clients and prospects, growing and deepening relationships by executing a defined profitable growth plan.
- Engage with product partners across Capital Markets, Treasury, Agency, Mortgage Banking, and Marketing to provide 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 regarding new credit opportunities, portfolio management, and market overviews.
- Participate in Commercial Real Estate 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 with junior-level teammates to foster and promote their professional growth.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of first-year vacation, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
- Additional incentive pay
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What This Job Offers
Job Type
Full-time
Career Level
Senior
