Middle Market Banker

4 weeks ago


WinstonSalem, United States Truist Full time

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. 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 center of influence (COI) interactions.
2. 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.
3. 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.
4. 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.
5. 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, Financial Wellness, Momentum onUp, etc). 
6. 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.
7. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.
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 or equivalent education and related training
2. Ten (10) or more years of experience in commercial banking
3. Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
4. Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
5. Ability to grasp complex credits clearly; is insightful in all aspects of finance
6. Excellent verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 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.

  • Winston-Salem, United States North Carolina Full time

    Job Description - Bilingual Teller Retail Banker (063758) Your Future Starts Here! Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and...


  • Winston-Salem, North Carolina, United States WELLS FARGO Full time

    About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about our career areas and lines of business at . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker...

  • Teller Retail Banker

    4 weeks ago


    Salem, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Personal Banker

    3 weeks ago


    WINSTON SALEM, NC, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...

  • Personal Banker

    3 days ago


    Winston-Salem, United States Wells Fargo Full time

    Job Description **Why Wells Fargo:** This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits packages in the industry. Our 'Well Life' program focuses on...

  • Personal Banker

    1 week ago


    WINSTON SALEM, NC, United States WELLS FARGO BANK Full time

    Job DescriptionWhy Wells Fargo:This is where your career truly begins. We rank #2 overall in the country on LinkedIn's Top Companies list as the best workplace "to grow your career" (#1 among financial services companies). We offer competitive salaries and one of the richest benefits packages in the industry. Our 'Well Life' program focuses on work-life...


  • Salem, United States TUS MIDDLE EAST Full time

    Job Title: Digital Marketing SpecialistLocation: Remote (Dubai-based company)Job Type: Full-Time (9 AM to 6 PM Dubai time, 6 days a week)Salary: 30 - 35K INRJob Summary:We seek a highly skilled and results-driven Digital Marketing Specialist to join our dynamic marketing team. The ideal candidate will create, manage, and optimize performance marketing...


  • Salem, United States TUS MIDDLE EAST Full time

    Job Title: Performance Marketing SpecialistLocation: Remote (Dubai-based company)Job Type: Full-Time (9 AM to 6 PM Dubai time, 6 days a week)Salary: 30 - 35K INRJob Summary:We are seeking a highly skilled and results-driven Performance Marketer to join our dynamic marketing team. The ideal candidate will be responsible for creating, managing, and optimizing...


  • Winston-Salem, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...


  • Salem, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...


  • Salem, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...


  • SALEM, OR, United States WELLS FARGO BANK Full time

    Why Wells Fargo:Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...


  • Winston-Salem, United States NestFlip Full time

    Job DescriptionJob DescriptionAbout Us:NestFlip is a mission-driven company dedicated to unlocking the potential in America's housing market by acquiring undervalued properties, renovating them, and transforming them into desirable, affordable homes. We're looking for an enthusiastic and detail-oriented Real Estate Transaction Coordinator to join our...


  • Winston-Salem, United States Soul Equity Solutions Full time

    Private Equity Associate About Soul Equity Solutions Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well...


  • Salem, United States Vistar Full time

    Are you creative, hardworking, and having an experience of working on a variety of marketing initiatives? We are looking for an experienced SaaS Marketing Manager to join our dynamic growing company. You will be responsible for building a strong brand through a wide range of marketing channels. We seek a marketing manager who can contribute fresh ideas,...

  • Growth Marketer

    4 days ago


    Salem, United States pSTAKE Finance Full time

    Who are we looking forWe expect all team members to do their life’s best work while they are at pSTAKE Finance. We’re on the lookout for passionate, hungry, motivated, hardcore crypto-native folks who want to win (at life!).We want people who want to play long-term games with long-term people.We strongly believe in the powers of compounding (money,...


  • Salem, United States Branch International Full time

    Branch Overview Branch delivers world-class financial services to the mobile generation. With offices in the United States, Nigeria, Kenya, and India, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets. We believe that everyone, everywhere deserves fair...


  • Salem, United States Marquee Equity Full time

    ABOUT USMarquee Equity, established in 2016, provides end-to-end fundraising solutions. It is the world’s most efficient and effective fund-raising service, with thousands of transactions as part of its track record. Marquee offers bespoke solutions to your fundraising needs. Marquee is a deal origination and distribution service provider enabling access...


  • Winston-Salem, North Carolina, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Salem, United States Kline + Company Full time

    Kline recognizes the power of knowledge to anticipate change, unlock value and drive growth. The Senior Analyst position will see you unlock trapped value and uncover deep perspectives in the Energy and Lubricant industry value chain for our clients. You will combine strong analytical skills and a strategic mindset with real-world perspectives driven by an...