Job Description:
This role is for a Commercial Associate to join the Commercial Associate Development Program, a three year program designed to prepare individuals for a successful transition into a Relationship Manager role. The Commercial Associate participates as an integral member of the core Client Team, which provides banking services to commercial clients earning between $50MM-$2Bn annually.
Responsibilities include:
- Develops, participates and/or presents client presentations (economic updates, market forecasts, industry updates, and industry valuations), pitch books and relationship reviews.
- Assists Relationship Managers through client contact strategy and pre-call planning.
- Participates in the credit approval process in order to gain exposure to Credit products – examples include deal screening, pricing analysis, and industry research.
- Participates in treasury solutions packaging in order to gain exposure to Treasury products/services.
- Coordinates with product partners, deal team members and clients throughout the course of a transaction.
- Delivers financial, industry, and economic analyses and other activities to facilitate decision making with comprehensive and in-depth company and industry research.
- Responsible for new business analytics to support the client teams, focusing on enhancing existing relationships, and identifying opportunities for up-tiering.
- Assists Market Executive in market-wide initiatives such as prospecting (discovery, qualification, and research), cross-line-of-business referrals, and overall market engagement.
- Position may be filled as a Commercial Associate I or Commercial Associate II, depending in experience and qualifications.
- This position will be based in Downtown Los Angeles supporting the LA Metro Middle Market team
Qualifications:
- Undergraduate degree required. Accounting, Finance or related field preferred
- Minimum of 3-5 years of previous relevant business experience
- Credit skills preferred
- Demonstrates initiative/self-motivation
- Desire to move into Relationship Manager role upon completion of program
- Possesses strong interpersonal skills
- Possesses strong oral and written communication skills
- Possesses strong analytical and modeling skills
- Possesses understanding of corporate financial statements is a must
- Demonstrates strong critical thinking
- Demonstrates the ability to independently make decisions
- Licensing may be required (will support the employee through registration process if needed
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0 –>
Job Description:
This role is for a Commercial Associate to join the Commercial Associate Development Program, a three year program designed to prepare individuals for a successful transition into a Relationship Manager role. The Commercial Associate participates as an integral member of the core Client Team, which provides banking services to commercial clients earning between $50MM-$2Bn annually.
Responsibilities include:
- Develops, participates and/or presents client presentations (economic updates, market forecasts, industry updates, and industry valuations), pitch books and relationship reviews.
- Assists Relationship Managers through client contact strategy and pre-call planning.
- Participates in the credit approval process in order to gain exposure to Credit products – examples include deal screening, pricing analysis, and industry research.
- Participates in treasury solutions packaging in order to gain exposure to Treasury products/services.
- Coordinates with product partners, deal team members and clients throughout the course of a transaction.
- Delivers financial, industry, and economic analyses and other activities to facilitate decision making with comprehensive and in-depth company and industry research.
- Responsible for new business analytics to support the client teams, focusing on enhancing existing relationships, and identifying opportunities for up-tiering.
- Assists Market Executive in market-wide initiatives such as prospecting (discovery, qualification, and research), cross-line-of-business referrals, and overall market engagement.
- Position may be filled as a Commercial Associate I or Commercial Associate II, depending in experience and qualifications.
- This position will be based in Downtown Los Angeles supporting the LA Metro Middle Market team
Qualifications:
- Undergraduate degree required. Accounting, Finance or related field preferred
- Minimum of 3-5 years of previous relevant business experience
- Credit skills preferred
- Demonstrates initiative/self-motivation
- Desire to move into Relationship Manager role upon completion of program
- Possesses strong interpersonal skills
- Possesses strong oral and written communication skills
- Possesses strong analytical and modeling skills
- Possesses understanding of corporate financial statements is a must
- Demonstrates strong critical thinking
- Demonstrates the ability to independently make decisions
- Licensing may be required (will support the employee through registration process if needed
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description: This role is for a Commercial Associate to join the Commercial Associate Development Program, a three year program designed to prepare individuals for a successful transition into a Relationship Manager role. The Commercial Associate participates as an integral member of the core Client Team, which provides banking services to commercial clients earning between $50MM-$2Bn annually.
Responsibilities include:
- Develops, participates and/or presents client presentations (economic updates, market forecasts, industry updates, and industry valuations), pitch books and relationship reviews.
- Assists Relationship Managers through client contact strategy and pre-call planning.
- Participates in the credit approval process in order to gain exposure to Credit products – examples include deal screening, pricing analysis, and industry research.
- Participates in treasury solutions packaging in order to gain exposure to Treasury products/services.
- Coordinates with product partners, deal team members and clients throughout the course of a transaction.
- Delivers financial, industry, and economic analyses and other activities to facilitate decision making with comprehensive and in-depth company and industry research.
- Responsible for new business analytics to support the client teams, focusing on enhancing existing relationships, and identifying opportunities for up-tiering.
- Assists Market Executive in market-wide initiatives such as prospecting (discovery, qualification, and research), cross-line-of-business referrals, and overall market engagement.
- Position may be filled as a Commercial Associate I or Commercial Associate II, depending in experience and qualifications.
- This position will be based in Downtown Los Angeles supporting the LA Metro Middle Market team
Qualifications:
- Undergraduate degree required. Accounting, Finance or related field preferred
- Minimum of 3-5 years of previous relevant business experience
- Credit skills preferred
- Demonstrates initiative/self-motivation
- Desire to move into Relationship Manager role upon completion of program
- Possesses strong interpersonal skills
- Possesses strong oral and written communication skills
- Possesses strong analytical and modeling skills
- Possesses understanding of corporate financial statements is a must
- Demonstrates strong critical thinking
- Demonstrates the ability to independently make decisions
- Licensing may be required (will support the employee through registration process if needed
Shift:
1st shift (United States of America)
Hours Per Week:
40