Middle Market Banker II

Truist

. Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships .

Posted 10/30/2026full-timeDallas • Texas • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex corporate banking relationships, with a strong focus on portfolio revenue growth, credit decisioning, and delivering tailored financial solutions. Proficient in corporate finance, Capital Markets, and Treasury services, with a commitment to providing exceptional client experiences.

Highest-signal resume keywords

Commercial Banking ExperienceCorporate Finance ExpertiseCapital Markets KnowledgeClient Relationship ManagementFinancial Statement Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit StructuringUnderwriting RequirementsRisk IdentificationLoan SyndicationsParticipationsPortfolio Revenue GrowthFinancial AnalysisMarketing Plan DevelopmentOperational Policy ExecutionFee-Based Revenue Generation

Soft Skills

Interpersonal CommunicationClient Relationship ManagementVerbal CommunicationWritten Communication

Tools & Technologies

Microsoft Office

Industry Keywords

Middle Market RelationshipsIntegrated Relationship ManagementTruist SolutionsRetail BankingInstitutional Capital Group

About the role

Key responsibilities & impact

Identify, solicit, develop, manage, service, retain, and grow long-term profitable middle market relationships
Offer loan, deposit, Capital Markets, Treasury, Risk Management, and other fee-based services to clients with $75MM to $500MM in annual sales
Leverage CCB Industry & Advisory teams to create the optimal client experience
Refer business and personal financial needs through the appropriate channel according to Integrated Relationship Management principles
Deliver a differentiated client experience across client, prospect, and center-of-influence interactions
Develop and execute marketing plans to win new relationships and expand existing relationships
Drive portfolio revenue growth and new production revenue
Contribute to credit decisioning, including financial statement analysis, credit structuring, underwriting requirements, policy knowledge, risk identification, and mitigation
Proactively contact clients to develop banking relationships and identify business and personal financial needs
Bring appropriate partners in to deliver Truist solutions
Drive fee-based revenue opportunities and serve retail banking needs of clients' owners, management, and teammates
Manage large and complex corporate relationships
Maintain expertise in complex credit products and structuring, including loan syndications, participations, and capital markets solutions
Execute risk, operational, policy, and quality expectations for the assigned client portfolio

Requirements

What you’ll need

Bachelor's degree or equivalent education and related training
Ten (10) or more years of experience in commercial banking
Strong interpersonal communications; ability to handle client relationships with borrowing clients with total debt of $10,000,000 or more
Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury, and other non-credit services
Ability to grasp complex credits clearly; insight in all aspects of finance
Excellent verbal and written communication skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Regular travel approximately 3-4 days per week, including possible day trips and overnight stays
Primary responsibility to cover Portfolio Companies of Sponsors within the Institutional Capital Group located outside Truist's primary footprint

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year of employment
10 sick days during the first year of employment
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)