Corporate Banking Associate- Diversified Industries

Regions Bank; Dallas (TX); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Parental Leave

Job summary

Regions Bank is seeking a Corporate Banking Associate in Charlotte, NC, to support senior bankers with client coverage and execution across lending, treasury, and capital markets. The role emphasizes financial analytics, relationship development, and coordinated product delivery for large-scale clients with revenues of $500M and above.

Ideal candidates have a finance-related degree, 3 years of corporate banking or related experience, and FINRA licenses (79/63) or the ability to obtain them

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• Three years of relevant corporate banking or related experience.
• Licenses: FINRA 79 and 63 or ability to obtain within 6 months.

Responsibilities

• Supports origination, structuring, and execution of credit and capital markets transactions.
• Develops client materials including company overviews and financing alternatives.
• Builds financial models, cash flow, debt capacity, and valuation analyses.
• Coordinates with product partners across Treasury Management, Capital Markets and Risk.

Skills

Financial analytics

Client-facing communication

Attention to detail

MS Office

Education

Bachelor's degree in Finance

FINRA Series 79 & 63 licenses

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.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

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 degree with 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

Position Type

Full time

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.

Minimum

Job Range Target

$107,525.00 USD

Median

$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.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Charlotte Uptown

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.