Commercial Banker III - Cleveland, OH

Truist Financial - Cleveland, OH

Part-time,Full-time - Mid Level

Cleveland, OH

Credit Intermediation and Related Activities

About the position

The Commercial Banker III role at Truist involves managing and growing long-term profitable relationships with commercial clients who have annual sales between $5 million and $75 million. The position requires leveraging various banking services to meet client needs and ensuring a differentiated client experience through effective relationship management and collaboration with internal teams.

Responsibilities

• Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships.
• Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients.
• Leverage the CCB Industry & Advisory teams to create optimal client experiences.
• Refer business and personal financial needs of assigned clients through appropriate channels according to Integrated Relationship Management (IRM).
• 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 and credit structuring.
• 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 IRM principles.
• Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's CRM system.
• Execute on all risk, operational, policy and quality expectations related to assigned client portfolio.

Requirements

• Bachelor's degree or equivalent education and related training.
• More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships.
• Strong command 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.

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation days (minimum of 10 days)
• Sick days (minimum of 10 days)
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)