CRE Banking Relationship Lead | Credit & Capital Markets

Gamma Phi Omega International

Boston (MA)

On-site

USD 150,000 - 175,000

Full time

2 days ago
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Benefits offered by this job

Medical
Dental
Vision
Life insurance
Disability
401k plan
Vacation time
Sick days
Paid holidays
Pension plan
Restricted stock units
Deferred compensation plan

Job summary

Truist Financial Corporation in Boston seeks a seasoned Banking professional to manage private real estate developer and investor relationships. You will lead credit facilities, treasury services and capital markets transactions, while collaborating with product partners to deliver proactive CRE solutions.

The role requires CRE credit training, senior-level client engagement, and leadership of junior teammates.

Qualifications

  • Bachelor's degree in Business, Finance or related field.
  • 3–5 years of experience in Commercial Real Estate Banking.
  • Strong analytical and CRE credit training.
  • Excellent interpersonal, marketing and sales skills.
  • Proven negotiating ability and strong business acumen.
  • Knowledge of CRE industry and CRE development/investment.
  • Familiarity with financial modeling and related IT systems.

Responsibilities

  • Manage client relationships and drive revenue growth across credit facilities, capital markets and treasury services.
  • Serve as lead point of contact to grow and deepen client relationships.
  • Collaborate with product partners across the bank to provide proactive client solutions.
  • Maintain credit risk standards and respond to risk reviews and audits.
  • Prepare presentations for senior management on credit opportunities and portfolio updates.
  • Engage with CRE industry organizations and participate in leadership roles.
  • Mentor junior teammates and promote professional growth.

Skills

Client management
CRE credit knowledge
Negotiation skills
Analytical problem-solving
Interpersonal communication

Education

Bachelor's degree in Business/Finance or related field

Tools

Excel
Argus
IPL

Job description

Truist Financial Corporation in Boston seeks a seasoned Banking professional to manage private real estate developer and investor relationships. You will lead credit facilities, treasury services and capital markets transactions, while collaborating with product partners to deliver proactive CRE solutions.

The role requires CRE credit training, senior-level client engagement, and leadership of junior teammates.

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