Commercial Banking Team Lead - Sales & Deal Execution

Hbcu Connect, Llc

Charlotte (NC)

On-site

USD 110,000 - 150,000

Full time

6 days ago
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Benefits offered by this job

Medical benefits
401(k) plan
Paid holidays
Vacation days

Job summary

Truist Financial Corporation is seeking a Commercial Banking Analyst Team Leader in the Charlotte area. You will supervise a team supporting Middle Market Banking, coordinating deal teams, and guiding analyst training and onboarding.

You’ll influence deal structuring, analyze debt capacity, and drive performance through regular coaching. The role requires a college degree and 5+ years in financial services with leadership experience, plus strong communication and analytical skills.

Qualifications

  • College degree or equivalent education, training and work-related experience.
  • 5+ years of financial services experience with emphasis in sales management / leadership.
  • Fundamental knowledge of commercial banking products, credit, deposits and services.
  • Strategic thinker who can influence decisions and innovate.
  • Excellent communication and interpersonal skills.
  • Strong organization, planning and analytical abilities.
  • Knowledge of bank operations, systems and regulatory issues.
  • Proficiency in basic computer applications such as Microsoft Office.

Responsibilities

  • Directly manages a team of Commercial Banking Analysts supporting Middle Market Banking.
  • Lead deal teams through internal screening, term sheets and pitch decks.
  • Manage live deal execution with bankers, partners and analysts.
  • Advance idea generation around deal structuring and proposals.
  • Assist with financial modeling and debt capacity analysis.
  • Assist with analyst training program oversight.
  • Assist with recruiting and onboarding of teammates.
  • Manage resource allocation and regular performance reviews.

Skills

Strategic thinking
Leadership
Communication
Analytical skills
Project management

Education

College degree or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Commercial Banking Analyst Team Leader in the Charlotte area. You will supervise a team supporting Middle Market Banking, coordinating deal teams, and guiding analyst training and onboarding.

You’ll influence deal structuring, analyze debt capacity, and drive performance through regular coaching. The role requires a college degree and 5+ years in financial services with leadership experience, plus strong communication and analytical skills.

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