Corporate Banking Associate I
About The Position
Responsible for providing client coverage banking services to corporate clients, including corporate finance, capital markets, and treasury and payment solutions. The role is designated by industry vertical and focuses on mid- to large-cap private and public companies. It calls for maximizing client engagement and delivering Truist’s full suite of products and capabilities, along with internal client management duties specified by the manager and team. The Associate supports new business development, due diligence, and transaction execution. Under limited supervision, the role performs work assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, and working day to day with clients, attorneys, investors, interested parties, and senior professionals. The Associate may coach and mentor Analysts or Interns and builds cross-functional relationships within CIB.
Requirements
- Bachelor of Arts or Bachelor of Science degree.
- Series 7 or Series 79 license, and Series 63 license.
- 4 years of related work experience.
- Strong knowledge of investment banking, markets, industry sectors, and/or financial products.
- Mastery of financial and accounting concepts to facilitate creating or reviewing in-depth financial models involved in transactions.
- Strong organizational and leadership skills.
- Advanced written and oral communication skills and interpersonal relationship management skills.
- Solid analytical and sales skills.
Nice To Haves
- MBA degree with a Finance focus.
- 6 years of related work experience.
Responsibilities
- Support new business development, due diligence, and transaction execution.
- Perform tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials and executing transactions.
- Work day to day with clients, attorneys, investors, interested parties, and senior professionals.
- May coach and mentor Analysts or Interns.
- Build cross-functional relationships within CIB.
- Perform internal client management duties as specified by the manager and team.
- Provide corporate client coverage across corporate finance, capital markets, and treasury and payment solutions; maximize client engagement and deliver Truist’s products and capabilities.
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
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
