Senior Commercial Banking Officer

2 weeks ago


Charlotte, North Carolina, United States Truist Financial Full time
Position Overview:

This role is focused on cultivating and managing long-term commercial relationships with clients generating annual revenues between $5 million and $75 million.

Key Responsibilities:

  • Identify, engage, and develop a diverse portfolio of commercial clients.
  • Provide a comprehensive suite of loan, deposit, and fee-based services tailored to meet client needs.
  • Collaborate with the CCB Industry & Advisory teams to enhance client experiences.
  • Utilize Integrated Relationship Management (IRM) principles to address both business and personal financial requirements of clients.

Essential Duties:

In this capacity, you will:

  • Employ the Truist Sales Process and Financial Insights to deliver exceptional client interactions.
  • Manage and expand an assigned portfolio of commercial banking clients.
  • Engage in proactive prospecting to attract new commercial banking clients.
  • Participate in the credit decision-making process, including financial analysis and risk assessment.
  • Drive continuous improvement in portfolio revenue and new business production.
  • Maintain accurate records of sales activities and client interactions using the Bank's CRM system.

Qualifications:

Required:

  • Bachelor's degree or equivalent education and experience.
  • Three to eight years of commercial banking experience.
  • Strong understanding of credit and finance principles.
  • Excellent communication and negotiation skills.
  • Proficiency in Microsoft Office and other basic computer applications.

Benefits:

Eligible employees may receive a range of benefits, including medical, dental, vision, life insurance, and a 401k plan. Additionally, employees are entitled to vacation days, sick leave, and paid holidays. For further details regarding benefits, please refer to the company’s benefits site.

Truist is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, religion, age, sexual orientation, disability, or any other classification protected by law.



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