Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships in an assigned region. Offer existing and prospective clients with $75MM to $500MM 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 the appropriate channel according to Integrated Relationship Management (IRM). Levels I–II may be differentiated based on banking experience, portfolio size, and overall potential in the role, at leadership’s discretion. The role uses Truist’s sales, financial insights, industry and advisory, and leadership resources to deliver a differentiated client experience; develops and executes marketing plans to win and expand relationships; contributes to credit decisioning and portfolio risk management; and identifies client needs for appropriate Truist solutions.
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Job Type
Full-time
Career Level
Mid Level