Description

This job is responsible for delivering analytical research and developing innovative strategies to support client / prospects' needs.

Key responsibilities include working closely with various banking partners to help create client / prospect presentations and providing support throughout the course of the transaction.

Job expectations include leveraging data to help tell stories, uncovering valuable insights such as economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.

Responsibilities :

• Supports the analysis of market and industry data to uncover insights for client / prospect meetings, pitch books, and relationship reviews
• Observes and / or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
• Observes and / or supports the treasury solutions packaging process to gain exposure to treasury products / services and their related approval processes
• Supports the coordination of clients / prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying / expanding relationships and maintaining and / or enhancing business opportunities

Required Qualifications :

• Minimum 3 years of previous business experience
• Demonstrates initiative / self-motivation
• Possesses strong interpersonal communication skills
• Possesses strong analytical and financial modeling skills
• Proficient in reading & interpreting corporate financial statements
• Demonstrates strong critical thinking skills
• Demonstrates the ability to independently make decisions

Desired Qualifications :

• Bachelor’s Degree in Finance, Accounting, or related area
• Formal Commercial Credit Training

Skills :

• Relationship Building
• Data Visualization
• Continuous Improvement
• Project Management
• Client Management
• Referral Identification
• Financial Analysis
• Data and Trend Analysis
• Risk Management
• Market Analysis
• Business Development
• Client Solutions Advisory
• Pipeline Management

Minimum Education Requirement :

Bachelor’s Degree in related field or equivalent work experience

Shift :

1st shift (United States of America)

Hours Per Week :

Last updated : 2024-05-12