Are you creative, energetic, and passionate about building relationships and providing support and advice to clients? A role as an Associate Banker is for you. 

 

 As an Associate Banker in the Business Services Discipline group, you will work closely with the team’s senior bankers to help grow the business profitably.

 

You will support the execution of the discipline’s strategy, focusing on new client development and deepening existing client relationships across the Commercial Bank & Specialized Industries platform. This role offers direct interaction with senior and local leaders, as well as individual bankers.

 

Job Responsibilities

Assist in the execution of established operating rhythms, including data analysis, report distribution, and internal communications with various stakeholdersSupport Relationship Executives in advancing discipline objectives and business development activitiesContribute to the development and management of client and prospect prioritization lists for each sub-sectorStay informed on industry trends to help identify opportunities for strategic partnerships with Line of Business (LOB) partnersAid in the creation and updating of marketing material for clients Assist in the management of the Salesforce Dashboard to monitor and report discipline activitiesParticipate in banker training and business development meetings with clients and prospects, including occasional travel to top markets

 

Required Qualifications, Capabilities, and Skills

Knowledge of business services business models3+ years of direct lending, credit support, or related experience, with a focus on business relationshipsUnderstanding of Commercial Banking credit and treasury productsStrong oral and written communication skillsAbility to collaborate with internal partners and resourcesDemonstrated experience in meeting or exceeding goalsSales management and business development skillsFINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire

 

Preferred Qualifications, Capabilities, and Skills

Bachelor’s degree and formal credit training preferredStrong creative solution and problem-solving abilitiesProficiency in building and maintaining positive stakeholder relationshipsProven ability to self-start and complete projects