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 drive revenue growth for the line of business. The role manages all aspects of client relationships, including credit facilities, capital markets transactions, and treasury management services. It coordinates with product partners across the bank, manages credit and compliance risk, presents opportunities and portfolio matters to senior management, stays informed about commercial real estate industry 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; experience in Commercial Real Estate Banking is preferred.
- 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.
- Competence in real estate finance modeling, including IPL, DCF, and Argus.
Nice To Haves
- 15 years of related experience, preferably all in Commercial Real Estate Banking.
- 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 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 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 concerning new credit opportunities, portfolio management, and market overviews.
- Participate in commercial real estate industry organizations, including ULI, NAIOP, CREW, RELA, and CREFC.
- Monitor industry developments, trends, and competitive data, serving as an industry expert for CIG CRE and Truist.
- Work 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
- Depending on position and division, eligibility 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
