Middle Market Banker II - Chicago

Truist Bank•Chicago, IL

About The Position

Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle-market relationships in an assigned region. Offer a full range of 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. Leverage CCB Industry & Advisory teams as appropriate to create an optimal client experience, and refer clients’ business and personal financial needs through the appropriate channels under Integrated Relationship Management (IRM). Levels I and II are differentiated at leadership discretion based on banking experience, portfolio size, and potential in the role. The primary responsibility is to cover portfolio companies of sponsors 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. This is a regular position. The annual base salary is $242,000–$250,000. Eligible benefits may include medical, dental, vision, life and disability insurance, tax-preferred savings accounts, a 401(k), vacation, sick days, and paid holidays. Depending on position and division, additional benefits may include a defined-benefit pension plan, restricted stock units, and/or deferred compensation.

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 credits and demonstrate insight across aspects of finance.
Excellent verbal and written communication skills.
Proficiency in basic computer applications, such as Microsoft Office products.
English language fluency is required.

Responsibilities

Use the Truist 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, driving portfolio revenue growth and new-production revenue.
Contribute to credit decisioning, including 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 client relationships using IRM principles, identify business and personal financial needs, and bring in 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.
Travel regularly, approximately three to four days per week, for client meetings, business development, and team collaboration; travel may include day trips and overnight stays.
Cover sponsor portfolio companies within the Institutional Capital Group located outside Truist’s primary footprint in the Northeast, Midwest, or Mountain West.