Commercial Banking Team Leader

Truist; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

AD&D

Tax-Advantaged Savings

401k

Vacation

Sick Days

Holidays

Pension

RSUs

Deferred comp

Job summary

Truist is seeking a Commercial Banking Analyst Team Leader to oversee a team supporting the Middle Market Banking segment in prospecting, deal execution, and client servicing. You will partner with regional leadership to drive talent development and sales outcomes.

The role emphasizes strategic thinking, financial analysis, and leadership of an analyst training program, with responsibilities in recruitment and performance management.

Qualifications

• The role requires a college degree or equivalent education, training and work-related experience.
• 5+ years of financial services experience with emphasis in sales management, leadership and/or project management.
• Fundamental knowledge of Commercial Banking products, credit, deposits and financial services.
• Ability to think strategically, be innovative, creative and influence decision-making processes.
• Excellent communication and interpersonal skills
• Strong organizational and planning skills
• Strong analytical and reporting skills, including credit acumen
• Knowledge of core bank operations / systems and compliance / regulatory issues
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Directly manages a team of Commercial Banking Analysts whose role is to support the Middle Market Banking teams within the regions with prospecting, deal execution and client servicing.
• Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects
• Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts
• Advance idea generation around deal structuring, analysis, screening and proposals
• Assist with financial analysis, including modeling and debt capacity analysis
• Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program
• Assist Analyst Manager with recruiting and teammate onboarding
• Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s

Skills

Communication

Interpersonal skills

Organizational skills

Analytical skills

Reporting skills

Microsoft Office

Education

College degree or equivalent

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:

The Commercial Banking Analyst Team Leader oversees support teammates and focuses on strengthening the effectiveness of the Sales Analysts in the evaluation and execution of transactions across the Commercial Bank. Assists manager in the partnership with Regional Leadership to drive talent development and execution to achieve sales goals.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Directly manages a team of Commercial Banking Analysts whose role is to support the Middle Market Banking teams within the regions with prospecting, deal execution and client servicing.
• Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects
• Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts
• Advance idea generation around deal structuring, analysis, screening and proposals
• Assist with financial analysis, including modeling and debt capacity analysis
• Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program
• Assist Analyst Manager with recruiting and teammate onboarding
• Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• College Degree or equivalent education, training and work-related experience.
• 5+ of financial services experience with emphasis in sales management, leadership and/or project management.
• Fundamental knowledge of Commercial Banking products, credit, deposits and financial services.
• Ability to think strategically, be innovative, creative and influence decision-making processes.
• Excellent communication and interpersonal skills
• Strong organizational and planning skills
• Strong analytical and reporting skills, including credit acumen
• Knowledge of core bank operations / systems and compliance / regulatory issues
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

• Completion of an established management or career development program, such as Truist’s Leadership Development Program or Banking school
• Direct experience in commercial banking roles, either in lending or portfolio management

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.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• a 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• Truist’s defined benefit pension plan
• Truist’s restricted stock units
• Truist’s deferred compensation plan

For more details on Truist’s generous benefit plans, please visit our Benefits site.

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.

Equal Opportunity Statement

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.

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