Commercial Banking Team Leader

Truist; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tax-Advantaged Savings Accounts

401(k) Plan

Vacation + Holidays

Sick Leave

Pension Plan

Restricted Stock Units

Deferred Compensation

Job summary

Truist is seeking a capable leader to manage a team of Commercial Banking Analysts supporting Middle Market Banking across regions. You will drive deal execution, screening, and client servicing while coordinating with bankers, finance analysts and external partners.

The role requires strategic thinking, strong communication, and experience in financial services. Expect involvement in recruiting, training oversight, and performance reviews within a dynamic team environment.

Qualifications

• 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

Leadership

Communication

Analytical skills

Project management

Strategic thinking

Microsoft Office

Education

College degree

Tools

Microsoft Office

Job description

Need Help?

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Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Essential Duties And 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

Qualifications

Required Qualifications:

• 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:

• 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.


• 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