Corporate Banking Associate- Diversified Industries

Regions Financial Corporation; Charlotte (NC); On-site; USD 108,000 - 160,000; Full time

Job summary

Regions Financial Corporation in Charlotte, North Carolina, seeks a Corporate Banking Associate in the Diversified Industries group to support relationship management, credit structuring, and transaction execution for large- and middle-market clients.

You will collaborate with senior bankers, develop client materials, create cash flow models, and coordinate product delivery across treasury management, capital markets, and risk management as part of a growing team.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field
• Three years of relevant experience in Corporate Banking or related roles
• FINRA Series 79 and 63 licenses, or ability to obtain within six months (paid for by Regions)

Responsibilities

• Supports origination, structuring, and execution of credit and advisory transactions.
• Develops client materials and financing alternatives.
• Builds financial analyses, cash flow models, debt capacity, and leverage analyses.
• Coordinates internal deal teams and partners with product specialists across Treasury Management, Capital Markets, Investment Banking, Risk, and Credit Products.
• Participates in client meetings, due diligence, and negotiations; grows relationship management responsibilities.

Skills

Client relationship management

Financial modeling

Credit analysis

Communication skills

MS Office

Education

Bachelor's degree in Finance/Accounting/Economics

MBA (preferred)

Tools

Microsoft Excel

PowerPoint

Word

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Corporate Banking Associate is a client coverage and execution support role within Regions’ Diversified Industries group. This role partners with senior Corporate Bankers to support relationship management, credit structuring, transaction execution, and the delivery of integrated banking solutions for public, private, and sponsor-backed companies with revenues of $500 million and above, with a strategic focus on the $500 million to $2 billion segment. This role is focused on supporting ongoing client coverage, and coordinated product delivery across lending, treasury management, capital markets, and risk management.

The Diversified Industries group is an industry-agnostic, geographically segmented platform that partners closely across lending, treasury management, capital markets, investment banking, and risk management to deliver comprehensive financial solutions. Associates are expected to combine strong financial analytics with client-facing execution skills and active contribution to origination and relationship development efforts.

Primary Responsibilities

• Supports senior Corporate Bankers in the origination, structuring, and execution of credit, capital markets, and advisory transactions, including bilateral and syndicated financings, bridge facilities, and other complex corporate solutions
• Develops and delivers client and prospect pitch materials, including company overviews, industry insights, financing alternatives, capital structure recommendations, and return analyses
• Builds and maintains detailed financial analyses, including cash flow models, debt capacity and leverage analysis, valuation frameworks, and comparable company and transaction analysis
• Assists in leading transaction processes, coordinating internal deal teams, and partnering with product specialists across Treasury Management, Capital Markets, Investment Banking, Risk, and Credit Products groups
• Participates in client meetings, due diligence sessions, management presentations, and negotiations, progressively assuming greater responsibility in relationship management and execution
• Prepares and reviews internal credit approval materials, including business risk assessments, repayment analysis, and return metrics, ensuring alignment with risk policy and regulatory standards
• Supports ongoing portfolio monitoring and client coverage, identifying opportunities for relationship expansion, cross‑selling, and balance sheet optimization
• Contributes to business development initiatives, pipeline management, and market intelligence efforts within the Diversified Industries platform
• Supports senior bankers in relationship responsibilities, including idea generation and interactions with current and prospective clients
• Understands client needs and identifies Regions' products and services, or other actionable ideas, to help clients achieve goals
• Participates in the recruitment, development, training, and oversight of junior associates

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor's degreewith a proven record of high achievement and coursework in Finance, Accounting, Economics, or a related field
• Three (3) years of relevant experience in Corporate Banking, Investment Banking, Leveraged Finance, Commercial Banking, Accounting, or related corporate financial roles

Required Certifications/Licensures

• Financial Industry Regulatory Authority (FINRA) Series 79 and 63 licenses, or the ability to obtain both within six (6) months of employment (paid for by Regions)

Preferences

• Master of Business Administration (MBA)
• Knowledge of capital markets, mergers and acquisitions (M&A), or leveraged finance
• Prior completion of a credit training program

Skills and Competencies

• Ability to collaborate effectively across product partners and internal stakeholders
• Ability to manage multiple priorities in a fast-paced, transaction-oriented environment
• Demonstrated client-facing communication skills
• High level of attention to detail
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.)
• Strong foundation in corporate finance, accounting, credit analysis, and financial modeling, with the ability to synthesize complex information into client-ready materials
• Strong organizational skills
• Strong verbal and written communication skills

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

$107,525.00 USD

50th Percentile:

$135,000.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Location:

Charlotte, North Carolina

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.