Middle Market Banker II - Dallas or Houston

Truist Bank • Dallas, TX

8d

About The Position

The Middle Market Banker identifies, solicits, develops, manages, services, retains, and grows long-term profitable middle market relationships in an assigned region. The role offers loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services to existing and prospective clients with annual sales of $75 million to $500 million. The banker works with CCB Industry & Advisory teams to provide a strong client experience and refers clients’ business and personal financial needs through appropriate channels under Integrated Relationship Management (IRM). Role level is differentiated by banking experience, portfolio size, and overall potential, at leadership’s discretion.

The primary responsibility is to cover sponsor portfolio companies within the Institutional Capital Group that are outside Truist’s primary footprint, in the Northeast, Midwest, or Mountain West. The role requires regular travel, approximately three to four days per week, for client meetings, business development, and team collaboration; travel may include day trips and overnight stays.

Requirements

• Bachelor’s degree or equivalent education and related training.
• Ten or more years of commercial banking experience.
• Strong interpersonal communication skills and ability to manage relationships with borrowing clients with total debt of $10 million or more.
• High proficiency in corporate finance, Capital Markets, Treasury, and other non-credit services.
• Ability to understand complex credit and demonstrate insight across aspects of finance.
• Excellent verbal and written communication skills.
• Proficiency with basic computer applications, such as Microsoft Office.
• Ability to travel approximately three to four days per week, including occasional day trips and overnight stays.

Responsibilities

• Use Truist’s Sales Process, Financial Insights, Industry & Advisory team, and Leadership Institute to deliver a differentiated experience in client, prospect, and center-of-influence interactions.
• Develop and execute a marketing plan to win new client relationships and expand existing ones, improving portfolio revenue growth and new production revenue.
• Contribute to credit decisions through financial statement analysis and interpretation, credit structuring, underwriting, policy application, and risk identification and mitigation in accordance with Truist’s credit risk appetite.
• Proactively develop middle market client relationships under IRM principles, identify business and personal financial needs, and engage appropriate partners to deliver Truist solutions.
• Promote non-credit financial services and fee-based revenue opportunities, including retail banking services for 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.
• Cover sponsor portfolio companies in the Institutional Capital Group located outside Truist’s primary footprint.
• Travel regularly for client meetings, business development activities, and team collaboration.

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 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

What This Job Offers

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