Commercial Banker III

Truist; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k

Vacation days

Sick days

Paid holidays

Job summary

Truist in Orlando, FL seeks a seasoned Commercial Banking professional to identify, solicit, and grow long-term relationships with clients generating $5M–$75M in annual sales.

You will provide a full range of loan, deposit, and fee-based services, manage an assigned book, and collaborate with Industry & Advisory teams to deliver tailored solutions through Integrated Relationship Management (IRM).

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years of experience establishing new business relationships and retaining/growing existing business relationships.
• Strong command of credit and finance.
• Excellent verbal and written communication skills.
• Excellent negotiation skills.
• Proficiency in basic computer applications, such as Microsoft Office.

Responsibilities

• Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to deliver a differentiated client experience in all client, prospect and COI interactions.
• Manage, service and grow an assigned book of commercial banking clients.
• Execute on prospecting activities to grow new commercial banking households.
• Understand and contribute to the credit decisioning process, including analysis of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation.
• Drive continual improvement in portfolio revenue growth and new production revenue.
• Proactively contact clients to fully develop commercial banking relationships via Integrated Relationship Management (IRM).
• Identify all business and personal financial needs and bring in appropriate partners to deliver Truist solutions.
• Monitor, maintain and update sales activity, pipeline, and CRM data.
• Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Skills

Credit & Finance

Verbal & Written Comm

Negotiation

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Identify, solicit, develop, manage, service, retain and grow long‑term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee‑based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.

Essential Duties And Responsibilities

Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Qualifications

Required Qualifications:

Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work