Commercial Real Estate Banker III

Truist; Atlanta (GA); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) retirement plan

Paid vacation

Paid sick leave

Paid holidays

Job summary

Truist is seeking a Senior Commercial Real Estate Banker to manage client relationships and drive revenue growth in the CRE banking portfolio. The role involves orchestrating credit facilities, capital markets transactions, and treasury services while collaborating with product partners to deliver proactive client solutions.

The candidate should have deep CRE knowledge, strong negotiating and interpersonal skills, and experience leading teams.

Qualifications

• Bachelor's degree in Business, Finance or related field
• 12–15 years of experience, preferably in Commercial Real Estate Banking
• Strong analytical problem-solving and credit risk skills
• Effective interpersonal communication, marketing and sales abilities
• Proven negotiating ability and strong business acumen
• Deep understanding of Real Estate development and investment
• Knowledge of accounting, financial, regulatory and IT systems
• Proficiency in MS Office and Real Estate Finance modeling (IPL, DCF, Argus)

Responsibilities

• Manage client relationships and drive revenue growth in CRE banking
• Lead credit facilities, capital markets transactions, and treasury services
• Collaborate with product partners to provide proactive client solutions
• Maintain credit risk standards, audit results and compliance
• Prepare presentations for senior management on opportunities and market overviews
• Engage with CRE industry organizations and show leadership
• Mentor junior teammates and promote professional growth

Skills

Analytical skills

Interpersonal communication

Negotiation

Business acumen

Real estate industry knowledge

Accounting/Finance systems knowledge

MS Office

Real estate finance modeling

Education

Bachelor's degree in Business/Finance or related field

Tools

Excel

Argus

Job description

Please review the following job description:

Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the primary point of contact, responsible for maintaining and growing existing client relationships as well as developing new primary relationships in order to deliver revenue growth for the line of business.

Regular or Temporary: Regular

Language Fluency: English (Required)

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

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.

• Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services.
• Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan.
• Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to provide proactive solutions to client needs.
• Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results.
• Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews.
• Engage and be active in various Commercial Real Estate (CRE) industry organizations including, but not limited to, ULI, NAIOP, CREW, RELA, CREFC, and others. Leadership roles are preferred.
• Stay informed on industry developments, trends and competitive data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist.
• Work closely with junior-level teammates to foster and promote professional growth opportunities.

QUALIFICATIONS

Required Qualifications:

• Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training
• Minimum twelve (12), preferred fifteen (15) years of related experience, preferably all in Commercial Real Estate Banking
• Strong analytical problem-solving skills; Formal CRE credit training preferred.
• Effective interpersonal communication, marketing and sales skills
• Proven negotiating ability
• Strong business acumen (i.e. critical thinking and decision making)
• Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment
• Knowledge of accounting, financial, operational, regulatory and information technology systems
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Competence in Real Estate Finance modeling, including IPL, DCF and Argus

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.

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