Commercial Banking Team Leader

Hbcu Connect, Llc; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

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

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

• 1. 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.
• 2. Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects
• 3. Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts
• 4. Advance idea generation around deal structuring, analysis, screening and proposals
• 5. Assist with financial analysis, including modeling and debt capacity analysis
• 6. Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program
• 7. Assist Analyst Manager with recruiting and teammate onboarding
• 8. Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s

QUALIFICATIONS

Required Qualifications:

• 1. College Degree or equivalent education, training and work-related experience.
• 2. 5+ of financial services experience with emphasis in sales management, leadership and/or project management.
• 3. Fundamental knowledge of Commercial Banking products, credit, deposits and financial services.
• 4. Ability to think strategically, be innovative, creative and influence decision-making processes.
• 5. Excellent communication and interpersonal skills
• 6. Strong organizational and planning skills
• 7. Strong analytical and reporting skills, including credit acumen
• 8. Knowledge of core bank operations / systems and compliance / regulatory issues
• 9. 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 Truists 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.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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.

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