Senior, Expert
Middle Market Banking Leader - Tampa FL
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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:
Responsible for the overall performance for Middle Market Banking in region, including the achievement of expected levels of client service quality, balance sheet quality, profitability and growth, and Risk Management. Should drive a consistent client experience that positions Truist as the Premier Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales). Integrate all banking functions in the local market, including retail teams and line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners.
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.
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Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and Sales Processes are effectively executed. Coordinate prospect and client assignments with appropriate Business Banking, Commercial Real Estate, Commercial, Dealer, Senior Care and other leaders using the Truist segmentation philosophy. Develop and execute a focused marketing plan, growing new relationships, and expanding existing client relationships. Responsible for meeting loan, deposit, fee-based revenue expectations for the team.
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Manage weekly sales week including facilitating Monday sales calls, inspecting calling and referral activity, managing pipeline and holding RMs accountable for commitments through Friday debriefs.
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Deliver a differentiated Client Experience in all interactions with clients, prospects, and centers of influence driven by use of Financial Insights and other strategic advisory tools and resources.
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Develop new business client relationships and improve market share of business loans and non-credit services, including deposits. Execute Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve the retail banking needs for clients' owners/management/associates (e.g. Wealth Management, Truist@Work).
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Assume responsibility for the profitability, quality, liquidity, and growth of the team's assigned middle market loan portfolios by ensuring the servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation, compliance, and loan closings, identifying potential portfolio weaknesses, and managing problems/delinquent credit relationships. Ensure adequate data integrity and risk management. Interpret and ensure communication of and adherence to the Bank's policies, programs and objectives.
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Responsible for employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing for Middle Market team.
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Support Community Advisory Board activities. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit new business.
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In addition to leading a team of middle market bankers, the MMBL may also be an individual contributor with an individual portfolio of clients and individual production expectations.
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.
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Bachelor's degree or equivalent education and related training
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Ten years of experience in financial services
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Ability to grasp large complex Middle Market C&I credits clearly
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Proficient in managing large and complex corporate relationships; knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and Industry and Specialty Advisory solutions
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Strong interpersonal communications, capable of leading and developing Middle Market Bankers using the Truist leadership philosophy
Preferred Qualifications:
- Master's degree in business administration (MBA)
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. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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