Commercial Banker-Insurance Services-Associate
About The Position
As an Associate on the Commercial Banking & Specialized Industries (Insurance Services) team, you will support relationship coverage and business growth across the Commercial & Specialized Industries platform. You will work with customers and prospects nationally across multiple U.S. markets, collaborating with senior coverage leaders and Insurance Services teammates to deepen existing relationships, develop new clients, and execute the discipline strategy. The role supports team operating rhythms and industry analysis, maintains discipline-wide materials and client prioritization, and helps coordinate advisory, capital markets, and payments opportunities with internal partners. It may include travel to key markets for banker training and business development meetings with clients and prospects, as needed.
Requirements
- Knowledge of the Insurance Services business model.
- Experience in direct lending and/or credit support, with a focus on business relationships.
- Working knowledge of Salesforce CRM.
- Understanding of Commercial Banking credit and treasury products.
- Strong oral and written communication skills.
- Ability to collaborate with internal partners and resources.
- Demonstrated ability to meet or exceed goals and a strong individual-contributor mindset.
- Business development and relationship management skills.
Nice To Haves
- Bachelor’s degree and/or formal credit training.
- Strong creative solutioning and problem-solving abilities.
- Demonstrated ability to build and maintain positive stakeholder relationships.
- Self-starter with the ability to execute complex projects with limited oversight.
Responsibilities
- Support operating rhythms through data analysis, report distribution, and internal stakeholder communications.
- Build and maintain discipline-wide materials, including a comprehensive Credit Book with comparable transaction details by sub-sector.
- Maintain client and prospect prioritization lists across sub-sectors and support pipeline hygiene and outreach preparation.
- Help maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firm.
- Support development and management of Salesforce dashboards to monitor and report discipline activities.
- Partner with internal groups to drive advisory, capital markets, and payments opportunities, coordinating with coverage and product partners as needed.
- Participate in travel to key markets for banker training and business development meetings with clients and prospects, as needed.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
