Middle Market Banker II - Dallas or Houston

Truist • Houston, TX

8d

About The Position

The Middle Market Banker II identifies, solicits, develops, manages, services, retains, and grows long-term profitable middle-market client relationships in an assigned region. The banker offers a range of lending, 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 role leverages CCB Industry & Advisory teams to support client experience and refers clients’ business and personal financial needs through appropriate channels under Integrated Relationship Management (IRM). Levels I and II may be differentiated by banking experience, portfolio size, and potential in the role, at leadership’s discretion.

The primary responsibility is to cover portfolio companies of sponsors within the Institutional Capital Group (ICG) that are located outside Truist’s primary footprint, in the Northeast, Midwest, or Mountain West territories. 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.

Regular Truist teammates working at least 20 hours per week are eligible for benefits, although eligibility for specific benefits may depend on the division. Benefits offered include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Depending on position and division, the role may also be eligible for 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 experience in commercial banking.
• Strong interpersonal communication skills and ability to manage client relationships with borrowing clients whose total debt is $10,000,000 or more.
• High skill and proficiency in most aspects of 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office products.
• Ability to travel 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 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 relationships, improving 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 accordance with Truist’s credit risk appetite.
• Proactively develop middle-market relationships using IRM principles, identify clients’ business and personal financial needs, and involve appropriate partners to provide Truist solutions.
• Promote non-credit financial services and fee-based revenue opportunities, including retail banking services for clients’ owners, management, and teammates.
• Maintain expertise in finance and manage large, complex corporate relationships; maintain extensive knowledge of complex credit products and structuring, including loan syndications, participations, and other Capital Markets solutions.
• Meet risk, operational, policy, and quality expectations for the assigned client portfolio.
• Cover sponsor portfolio companies within ICG 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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Potential eligibility 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