Commercial Associate - Middle Market (Minneapolis)

About the role

This job is responsible for delivering analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Key responsibilities include developing economic and market insights, industry analysis, pitchbooks, and relationship reviews that inform strategy, and providing support throughout interactions.

Responsibilities

• Sustains the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Sustains the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Sustains the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Requirements

• 2-3 years of professional or business experience (internships or entry-level roles in financial services preferred).
• Bachelor’s degree in a related field or equivalent work experience (Accounting, Finance or related field preferred)
• Possesses strong analytical and financial modeling skills
• Demonstrates strong critical thinking skills
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Demonstrated ability to work collaboratively in a team environment
• High attention to detail and organizational skills
• Possesses strong interpersonal skills
• Understanding of corporate financial statements
• Demonstrates the ability to work independently

Qualifications

• Commercial Credit skills
• Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred.

Skills

• Continuous Improvement
• Data Visualization
• Relationship Building
• Client Management
• Data and Trend Analysis
• Financial Analysis
• Project Management
• Referral Identification
• Business Development
• Client Solutions Advisory
• Market Analysis
• Pipeline Management
• Risk Management

Shift

1st shift (United States of America)

Hours Per Week

40