Commercial Real Estate Banker III
About The Position
Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. The banker is the primary point of contact, responsible for maintaining and growing existing client relationships and developing new primary relationships to deliver revenue growth for the line of business. The role manages client relationships and coordinates credit facilities, capital markets transactions, and treasury management services. It works with product partners across the bank to provide proactive client solutions, maintains risk and compliance standards, and presents credit opportunities, portfolio management matters, and market overviews to senior management. The banker also remains active in the CRE industry, tracks industry and competitive developments, and supports the professional growth of junior teammates.
Requirements
- Bachelor's degree in Business, Finance, or a related field, with relevant knowledge and experience supported by education, or equivalent education and related training.
- At least 12 years of related experience; 15 years preferred, 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.
- 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
- Formal CRE credit training.
- 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 lead contact for clients and prospects, growing and deepening relationships through 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 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, and serve as an industry expert for CIG 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
- 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 a deferred compensation plan, depending on position and division
- Additional incentive pay
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
