Middle Market Banker II (Raleigh, NC)
Company: Truist Bank
Location: Raleigh
Posted on: April 1, 2026
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Job Description:
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accommodation. Send an email to Accessibility (accommodation
requests only; other inquiries won't receive a response). 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 profitable middle market
relationships in assigned region by offering a full range of loan,
deposit, Capital Markets, Treasury, Risk Management and other
fee-based services to existing and prospective clients with $75MM
to $500MM in annual sales. 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 – II) should be differentiated based on
years of 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. 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, Truist@Work 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. 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. EEO is the Law E-Verify IER Right to Work
Keywords: Truist Bank, Jacksonville , Middle Market Banker II (Raleigh, NC), Accounting, Auditing , Raleigh, North Carolina