Commercial & Specialized Industries Associate I

Truist; Orlando (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401k plan

Paid time off

Job summary

Truist in Orlando, FL seeks an Associate I to support Relationship Managers across a middle-market portfolio. You will perform financial analysis, coordinate treasury, lending and capital solutions, and help with prospecting, pitch materials, and client servicing within defined processes.

You will develop materials, support CRM hygiene, and grow market knowledge while building strong client relationships and delivering tailored banking solutions.

Qualifications

• 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 and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and Powerpoint

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/economic data following defined templates
• 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
• Prepare talking points and contribute to internal calls (e.g., org calls, credit screens); may present assigned sections with coaching
• Compile industry-specific content for internal and external purposes
• Take ownership of basic client follow-up activities within defined SLAs and with supervisor review as needed
• Track calling and pipeline activity; reinforce proper use of CRM with the coverage team; produce hygiene reports as requested
• Develop enhanced understanding of the market, credit, and products; build relationship management skills with guidance
• Demonstrate increasing knowledge of assigned industry; proactively contribute ideas and grow comfort with client interaction
• Effectively work with partners and teammates with guidance; take ownership of discrete tasks within a defined workplan
• Contribute perspectives around industry initiatives that support business growth; elevate risks or documentation gaps to RM/Specialist

Skills

Analytical skills

Communication skills

Leadership

Time management

Adaptability

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Job description

Need Help?

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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.

• 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/economic data following defined templates.
• 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.
• Prepare talking points and contribute to internal calls (e.g., org calls, credit screens); may present assigned sections with coaching.
• Compile industry-specific content for internal and external purposes.
• Take ownership of basic client follow-up activities within defined SLAs and with supervisor review as needed.
• Track calling and pipeline activity; reinforce proper use of CRM with the coverage team; produce hygiene reports as requested.
• Develop enhanced understanding of the market, credit, and products; build relationship management skills with guidance.
• Demonstrate increasing knowledge of assigned industry; proactively contribute ideas and grow comfort with client interaction.
• Effectively work with partners and teammates with guidance; take ownership of discrete tasks within a defined workplan.
• Contribute perspectives around industry initiatives that support business growth; elevate risks or documentation gaps to RM/Specialist.

QUALIFICATIONS

Required Qualifications:

• 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 and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and Powerpoint

Preferred Qualifications:

• 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 their 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.

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