Commercial & Specialized Industries Associate I

Truist Bank•Charlotte, NC

About The Position

Partner with Relationship Managers to support a portfolio of middle-market, specialty, and/or commercial clients. The role is responsible for financial analysis, client relationship development, and coordination of treasury, lending, and capital solutions. The Associate I supports prospecting, developing pitch materials, and servicing; 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 attitude, 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 following defined templates.
Evaluate client financial performance through preliminary review of financial statements, cash flow, and key performance metrics to support banker recommendations, identify growth opportunities, and deliver tailored banking solutions.
Prepare talking points and contribute to internal calls, such as organizational calls and credit screens; present assigned sections with coaching when appropriate.
Compile industry-specific content for internal and external purposes.
Own basic client follow-up activities within defined service-level agreements, with supervisor review as needed.
Track calling and pipeline activity, reinforce proper CRM use with the coverage team, and produce hygiene reports as requested.
Develop understanding of the market, credit, and products, and build relationship management skills with guidance.
Develop knowledge of the assigned industry, contribute ideas, and grow comfort with client interaction.
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.
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.
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.