Commercial & Specialized Industries Associate I

Truist; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Disability coverage

Job summary

Truist in Charlotte, NC is seeking an Associate I to support a portfolio of middle-market and commercial clients. You will conduct financial analysis, help develop client pitches, and coordinate treasury, lending, and capital solutions under guidance.

You will partner with Relationship Managers to source opportunities, maintain CRM hygiene, and advance client relationships through timely follow-ups and coordinated teamwork within defined processes.

Qualifications

• Bachelor’s degree required.
• Three years of related financial services experience.
• Strong analytical, written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Source industry and company research to refine prospect lists in coordination with the coverage team.
• Develop standard pitch materials and compile industry/economic data.
• Evaluate client financial performance through review of financial statements, cash flow and KPIs.
• Prepare talking points and contribute to internal calls; may present sections with guidance.
• Maintain CRM hygiene and track pipeline activity; follow defined SLAs.

Skills

Analytical skills

Written communication

Verbal communication

Teamwork

Leadership

Time management

Adaptability

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 1. Conduct industry and company research to source prospect names and refine lists in coordination with the coverage team and partners
• 2. Develop standard pitch materials and compile industry/economic data following defined templates.
• 3. Evaluate client financial performance by performing preliminary review of financial statements, cash flow, and key performance metrics to support banker recommendations, identify growth opportunities, and deliver tailored banking solutions.
• 4. Prepare talking points and contribute to internal calls (e.g., org calls, credit screens); may present assigned sections with coaching.
• 5. Compile industry-specific content for internal and external purposes.
• 6. Take ownership of basic client follow-up activities within defined SLAs and with supervisor review as needed.
• 7. Track calling and pipeline activity; reinforce proper use of CRM with the coverage team; produce hygiene reports as requested.
• 8. Develop enhanced understanding of the market, credit, and products; build relationship management skills with guidance.
• 9. Demonstrate increasing knowledge of assigned industry; proactively contribute ideas and grow comfort with client interaction.
• 10. Effectively work with partners and teammates with guidance; take ownership of discrete tasks within a defined workplan.
• 11. Contribute perspectives around industry initiatives that support business growth; escalation risks or documentation gaps to RM/Specialist.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. Bachelor’s degree
• 2. Three years of related financial services work experience
• 3. Strong analytical skills and attention to detail
• 4. Strong written and verbal communication skills
• 5. Competitive drive and high work ethic, self-starter, team-oriented
• 6. Solid leadership and interpersonal skills
• 7. High level of adaptability and flexibility with strong organizational and time management skills
• 8. Advanced proficiency in Microsoft Excel and Powerpoint

Preferred Qualifications

• 1. Minimum GPA: 3.0

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.