Middle Market Banker II - Dallas or Houston

Truist Bank • Dallas, TX

6d

About The Position

The Middle Market Banker II identifies, solicits, develops, manages, services, retains, and grows long-term profitable middle-market relationships in an assigned region. The banker offers loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services to existing and prospective clients with $75 million to $500 million in annual sales, leveraging CCB Industry & Advisory teams to create an optimal client experience. The banker also refers clients’ business and personal financial needs through appropriate channels according to Integrated Relationship Management (IRM) principles. Levels I and II may be differentiated based on banking experience, portfolio size, and overall potential, at leadership’s discretion.

The primary responsibility is covering portfolio companies of sponsors within Truist’s Institutional Capital Group (ICG) located outside Truist’s primary footprint, including 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 experience in commercial banking.
• Strong interpersonal communication skills and ability to manage relationships with borrowing clients whose total debt is $10,000,000 or more.
• Strong proficiency in corporate finance, Capital Markets, Treasury, and other non-credit services.
• Ability to understand complex credits and demonstrate insight across aspects of finance.
• Excellent verbal and written communication skills.
• Proficiency in basic computer applications, such as Microsoft Office software.
• Ability to travel regularly, approximately three to four days per week, including day trips and overnight stays as business needs dictate.

Responsibilities

• Use the Truist Sales Process, Financial Insights, Industry & Advisory teams, and the 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 requirements, policy knowledge, and risk identification and mitigation, consistent with Truist’s credit risk appetite.
• Proactively develop middle-market relationships in accordance with IRM principles, identify business and personal financial needs, and involve 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 other capital markets solutions.
• Meet risk, operational, policy, and quality expectations for the assigned client portfolio.

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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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