Commercial & Specialized Industries Associate I

Truist • Orlando, FL

1d

About The Position

Partner with Relationship Managers to support a portfolio of middle-market, specialty, and/or commercial clients. The role involves financial analysis, client relationship development, and coordination of treasury, lending, and capital solutions. The Associate I supports prospecting, pitch-material development, and client servicing, and owns basic tasks and client follow-ups within defined processes and review.

Requirements

• Bachelor’s degree.
• Three years of related financial services work experience.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive, high work ethic, self-starter mindset, and team orientation.
• Solid leadership and interpersonal skills.
• Adaptability and flexibility, with strong organizational and time-management skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

• Minimum GPA of 3.0.

Responsibilities

• Conduct industry and company research to source prospect names and refine lists in coordination with the coverage team and partners.
• Develop standard pitch materials and compile industry and economic data using defined templates.
• Perform preliminary reviews of client financial statements, cash flow, and key performance metrics to support banker recommendations, identify growth opportunities, and help deliver tailored banking solutions.
• Prepare talking points and contribute to internal calls, such as organization calls and credit screens; present assigned sections with coaching as appropriate.
• Compile industry-specific content for internal and external purposes.
• Own basic client follow-up activities within defined service-level agreements and with supervisor review as needed.
• Track calling and pipeline activity, reinforce proper CRM use with the coverage team, and produce hygiene reports as requested.
• Build understanding of the market, credit, and products, and develop relationship-management skills with guidance.
• Develop knowledge of the assigned industry, contribute ideas proactively, and grow confidence in client interactions.
• Work effectively with partners and teammates with guidance, taking ownership of discrete tasks within a defined workplan.
• Contribute perspectives on industry initiatives that support business growth and escalate risks or documentation gaps to a Relationship Manager or Specialist.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level