Strategic Middle-Market Banker

Truist; West Palm Beach (FL); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist in Florida seeks an experienced Middle‑Market Relationship Manager to identify, solicit, develop, manage, service, retain and grow long‑term profitable client relationships with $75MM to $500MM in annual sales, offering a full range of loan, deposit, Capital Markets, Treasury and other fee‑based services.

Leverage the CCB Industry & Advisory teams to create the optimal client experience, refer business through Integrated Relationship Management, and differentiate the client experience in

Qualifications

• Bachelor's degree or equivalent education and related training.
• Ten (10) or more years of experience in commercial banking.
• Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more.
• Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non‑credit services.
• Ability to grasp complex credits clearly; is insightful in all aspects of finance.
• Excellent verbal and written communication skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and the Leadership Institute to consistently deliver a differentiated client experience in all client, prospect and COI interactions.
• Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue.
• Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite.
• Proactively contact clients to fully develop middle‑market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions.
• Champion non‑credit financial services activity in the middle‑market segment, driving fee‑based revenue opportunities, including specific efforts to serve the retail banking needs of our clients' owners/management/teammates (e.g., Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc).
• Maintain proficiency and a high level of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain extensive knowledge about complex credit products and structuring, including loan syndications, participations, and other capital markets solutions.
• Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Skills

Client relationship management

Financial analysis

Credit understanding

Microsoft Office

Education

Bachelor's degree or equivalent education and related training

Ten (10) or more years of experience in commercial banking

Tools

Microsoft Office

Job description

Truist in Florida seeks an experienced Middle‑Market Relationship Manager to identify, solicit, develop, manage, service, retain and grow long‑term profitable client relationships with $75MM to $500MM in annual sales, offering a full range of loan, deposit, Capital Markets, Treasury and other fee‑based services.

Leverage the CCB Industry & Advisory teams to create the optimal client experience, refer business through Integrated Relationship Management, and differentiate the client experience in