Commercial & Specialized Industries Analyst I

Truist; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401k plan

Vacation and sick days

Job summary

Truist in the United States is seeking an Associate I to support relationship managers with a portfolio of middle-market and commercial clients. The role emphasizes financial analysis, client relationship development, and coordinating treasury and lending solutions.

You will assist in prospecting, developing pitch materials, and servicing clients; handling basic tasks with defined processes and supervisor review.

Qualifications

• Bachelor’s degree required.
• Three years of related financial services work experience.
• Strong analytical skills and attention to detail.
• Strong written and verbal communication skills.
• Competitive drive and high work ethic; self-starter, team-oriented.
• Solid leadership and interpersonal skills.
• High level of adaptability and time management skills.
• Advanced proficiency in Microsoft Excel and Powerpoint.

Responsibilities

• Collaborate with Relationship Managers to support a portfolio of clients.
• Conduct financial analysis and evaluate client performance.
• Develop pitch materials and industry/economic data following templates.
• Prepare talking points and participate in internal calls with coaching.
• Track pipeline activity and ensure CRM hygiene.
• Take ownership of basic client follow-ups within SLAs.

Skills

Analytical skills

Written and verbal communication

Self-starter

Team-oriented

Education

Bachelor’s degree

Tools

Microsoft Excel

Powerpoint

Job description

Truist in the United States is seeking an Associate I to support relationship managers with a portfolio of middle-market and commercial clients. The role emphasizes financial analysis, client relationship development, and coordinating treasury and lending solutions.

You will assist in prospecting, developing pitch materials, and servicing clients; handling basic tasks with defined processes and supervisor review.