Middle Market Banker - Dallas, TX

Truist Financial Corporation; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a seasoned professional to manage and grow middle market banking relationships. This role involves leveraging comprehensive financial services, including loans and treasury management, to meet client needs. The ideal candidate will have over a decade of experience in commercial banking, demonstrating exceptional interpersonal skills and a strong grasp of corporate finance and capital markets. Join a dynamic team that prioritizes client experience and compliance while driving revenue growth through innovative solutions and strategic marketing initiatives.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Vacation Days

Sick Leave

Holidays

Pension Plans

Qualifications

• 10+ years experience in commercial banking required.
• Ability to analyze complex credits and financial data insightfully.

Responsibilities

• Identify and grow profitable middle market relationships.
• Develop marketing plans for acquiring new clients.
• Ensure compliance with risk and operational standards.

Skills

Commercial Banking

Corporate Finance

Capital Markets

Treasury

Financial Analysis

Interpersonal Skills

Communication Skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Language Fluency: English (Required)

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

Job Grade: 113

Job Description:

Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships within the assigned region. Offer a full range of services including loans, deposits, Capital Markets, Treasury, Risk Management, and other fee-based services to existing and prospective clients with $75MM to $500MM in annual sales. Collaborate with CCB Industry & Advisory teams to enhance client experience. Refer clients' business and personal financial needs through the appropriate channels following the Integrated Relationship Management (IRM) framework. Levels (I – II) should be differentiated based on experience, portfolio size, and potential, as determined by leadership.

Essential Duties and Responsibilities

1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and Leadership Institute to provide a differentiated client experience in all interactions.
2. Develop and implement a marketing plan aimed at acquiring new clients and expanding existing relationships, focusing on revenue growth.
3. Contribute to the credit decision process, including financial statement analysis, credit structuring, underwriting, policy adherence, and risk management, aligned with Truist's risk appetite.
4. Proactively engage with clients to deepen middle market banking relationships, identifying all financial needs and coordinating with appropriate partners to deliver solutions.
5. Promote non-credit financial services within the middle market segment, focusing on fee-based revenue, including retail banking services for client owners/management/teammates (e.g., Private Wealth Management, Financial Wellness programs).
6. Maintain expertise in finance, managing large, complex corporate relationships, and knowledge of credit products and structuring, including syndications and capital markets solutions.
7. Ensure compliance with risk, operational, policy, and quality standards for the client portfolio.

Qualifications

Required:

• Bachelor's degree or equivalent education and training
• 10+ years experience in commercial banking
• Excellent interpersonal and communication skills, capable of managing clients with total debt of $10 million or more
• Proficiency in corporate finance, Capital Markets, Treasury, and non-credit services
• Ability to analyze complex credits and financial data insightfully
• Proficient in Microsoft Office applications

Benefits

Eligible employees working 20+ hours per week are entitled to benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and a 401(k). Additional benefits may include vacation days, sick leave, holidays, pension plans, stock units, and deferred compensation, depending on the position and division. For more details, visit our Benefits site.