About

Jaime Whalen is Vice President / Commercial Banker for Truist Bank, a top ten financial institution and the fifth largest insurance broker in the US. Jaime manages a large portfolio of commercial and industrial companies, municipalities, real estate investment companies, and non-profits. Jaime graduated from Rutgers University with an MBA, and has been in banking and financial services roles for over 20 years. Jaime is an active member in the community serving as a mentor, volunteering on various committees/boards, and leading financial literacy classes. Jaime has been a life-long resident of Burlington County and has a passion for helping local businesses grow and thrive.

Truist offers a variety of financial services, working as a strategic partner, bringing the tools and teams to help you meet your business goals.

Lending - Truist offers competitive rates and structures through both traditional lending and our subsidiary Grandbridge, a full-service commercial real estate finance firm.

Treasury Management - Truist has sophisticated cash management solutions, helping businesses to optimize working capital, and increase efficiencies, add security, and manage costs.

Merchant Services – Truist has the nation’s largest, bank-owned merchant business in the USA, with local reps, in-house support, and help with equipment and contract exit costs.

Truist Insurance Services (McGriff) – Truist has the 5th largest brokerage in the US– offering all types of insurance for businesses and individual, with comprehensive risk management capabilities, all in-house.

Financial Wellness Programs – financial literacy and financial success counseling for employees, and in partnership with non-profits / community programs.

Corporate / Purchasing Cards – Superior Rewards or Cash Rebates, full support in-house, sophisticated program design and implementation, improving cash flow & efficiencies.

Employee Benefits/Retirement Services – high-service, comprehensive design for group life, health and retirement plans.

Wealth Private Client – white-glove concierge-type service for owners, key employees in all personal financial matters (lending, investments, insurance, estate, financial planning, etc.).

Business Transition Planning – PhD-level experts in moving companies through full or partial ownership transition, with 360-degree view of taxes, control, estate-plan, legal, etc.

Foundations & Endowments Specialty Practice – Industry leader in delivering strategic investment and administrative expertise to the not-for-profit community.

And so much more – Title Insurance, 1031 Exchange Services, Capital Markets, Leadership Development Institute, Liquidity Management, Corporate Trust & Escrow Services…