CRE Banker

Truist Financial Corporation; Georgia; On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation is seeking a CRE Banking professional to manage client relationships nationwide, lead credit facilities and capital markets engagements, and collaborate with product partners to deliver tailored solutions.

The role emphasizes risk management, industry expertise, and stakeholder communication, with a strong focus on growth through proactive client engagement and cross-sell across the bank's CRE offerings.

Qualifications

• Minimum of a Bachelor's degree in business/finance or related field.
• 3–5 years of CRE banking experience preferred; strong credit and analytic skills required.
• Proven interpersonal, marketing, sales, negotiation and risk-management abilities.
• Deep understanding of Real Estate development and investment; familiarity with accounting/IT systems.

Responsibilities

• Manage client relationships across credit facilities, capital markets and treasury services.
• Lead client engagements and drive growth plans with cross-sell across product partners.
• Present opportunities to senior management for credit and portfolio reviews.
• Engage with CRE industry groups and maintain industry expertise.
• Collaborate with junior teammates to develop talent and ensure risk standards.
• Coordinate with product partners to deliver tailored client solutions.
• Maintain credit risk standards and compliance throughout client interactions.
• Stay informed on market trends and Truist CRE strategy.

Skills

Client relationship management

Credit analysis

CRE industry knowledge

Negotiation

Communication

Sales & marketing

Risk management

Financial modeling

Microsoft Office

CRE banking experience

Education

Bachelor's degree in Business/Finance or related field

Tools

ARGUS

Microsoft Office

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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.

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.

• 1. Responsible for all aspects of client management including driving execution of credit facilities, capital markets transactions, and treasury management services.
• 2. Act as lead point of contact for clients and prospects to grow and deepen client relationships by executing on a defined profitable growth plan.
• 3. 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.
• 4. Employ astute risk management by maintaining satisfactory credit risk standards, risk review assessments, audit results and compliance results.
• 5. Prepare and deliver presentations to senior line of business management and senior credit risk management for new credit opportunities, portfolio management, and market overviews.
• 6. 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.
• 7. Stay informed on industry developments, trends and competitive data; functioning as an industry expert for Corporate and Investment Group (CIG) CRE and Truist.
• 8. Work closely with junior-level teammates to foster and promote professional growth opportunities.

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.

• 1. Bachelor's degree in Business, Finance or related field, and specific knowledge/experience with supporting educational background, or equivalent education and related training
• 2. Minimum three (3), preferred five (5) years of related experience, preferably all in Commercial Real Estate Banking
• 3. Strong analytical problem-solving skills; Formal CRE credit training preferred
• 4. Effective interpersonal communication, marketing and sales skills
• 5. Proven negotiating ability
• 6. Strong business acumen (i.e. critical thinking and decision making)
• 7. Strong understanding of the Real Estate industry, including deep fundamental understanding of Real Estate development and investment
• 8. Knowledge of accounting, financial, operational, regulatory and information technology systems
• 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 10. Competence in Real Estate Finance modeling, including IPL, DCF and Argus

Preferred Qualifications

• 1. N/A

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.

Equal Opportunity Employer

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.

Drug Free Workplace and EEO, E-Verify, IER Right to Work

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.

About Truist

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.