Middle Market Banker II - Chicago
About The Position
Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle-market relationships in an assigned region. Offer existing and prospective clients with $75 million to $500 million in annual sales a full range of loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services. Leverage CCB Industry & Advisory teams as appropriate to create an optimal client experience, and refer clients’ business and personal financial needs through appropriate channels under Integrated Relationship Management (IRM). Levels I–II are differentiated at leadership discretion based on banking experience, portfolio size, and overall potential. The role primarily covers sponsor portfolio companies within the Institutional Capital Group located outside Truist’s primary footprint, in the Northeast, Midwest, or Mountain West. Regular travel, approximately three to four days per week, is required for client meetings, business development, and team collaboration, including possible day trips and overnight stays.
Requirements
- Bachelor’s degree or equivalent education and related training.
- Ten or more years of experience in commercial banking.
- Strong interpersonal communication skills and ability to manage relationships with borrowing clients carrying total debt of $10 million or more.
- High proficiency in corporate finance, Capital Markets, Treasury, and other non-credit services.
- Ability to understand complex credits and demonstrate insight across financial matters.
- Excellent verbal and written communication skills.
- Proficiency in basic computer applications, such as Microsoft Office.
Responsibilities
- Use the Truist Sales Process, Financial Insights, Industry & Advisory teams, and the Leadership Institute to deliver a differentiated experience in interactions with clients, prospects, and centers of influence.
- Develop and execute a marketing plan to win new client relationships and expand existing ones, continually improving portfolio revenue growth and new production revenue.
- Contribute to credit decisions through financial statement analysis and interpretation, credit structuring, underwriting requirements, policy knowledge, and risk identification and mitigation in line with Truist’s credit risk appetite.
- Proactively develop middle-market relationships using IRM principles, identify business and personal financial needs, and engage appropriate partners to provide Truist solutions.
- Promote non-credit financial services and fee-based revenue opportunities, including retail banking needs of clients’ owners, management, and teammates.
- Manage large and complex corporate relationships and maintain expertise in finance, complex credit products and structuring, loan syndications, participations, and capital markets solutions.
- Meet risk, operational, policy, and quality expectations for the assigned client portfolio.
- Travel regularly to support client meetings, business development activities, and team collaboration.
- Cover sponsor portfolio companies within the Institutional Capital Group located outside Truist’s primary footprint.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Senior
