Dallas, Texas

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Identify, solicit, develop, manage, service, retain and grow long-term commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.

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. 

Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. 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. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial 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. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank’s client relationship management (CRM) system. 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.

Bachelor's degree, or equivalent education and related training Three to eight (3-8) years of experience Clear understanding of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

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See Job Description

Dallas, Texas

BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high-growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC.

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