Conduct market and industry research to identify prospective clients and growth segments within the diverse business community. Track and analyze pipelines, referral sources, and deal flow to help optimize business development performance. Support prospect outreach through preparation of client profiles, pitch materials, and opportunity summaries. Maintain a database of diverse-owned businesses and community partners to drive targeted engagement. Assist in evaluating financial statements and credit metrics for prospective clients. Prepare dashboards and reports that track client activity, portfolio diversity, and relationship manager performance. Partner with analytics and credit teams to model potential revenue, deposits, and lending outcomes. Support execution of the team’s annual business plan and community engagement goals. Collaborate on the development of programs and partnerships that expand banking access for underrepresented entrepreneurs. Create presentation materials for internal and external meetings, including leadership updates and client proposals.
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Career Level
Intern
Number of Employees
5,001-10,000 employees