Associate Banker- Professional Services Discipline- Associate

Are you creative, energetic, and passionate about building relationships and providing support and advice to clients? A role as an Associate Banker is for you.

\"As an Associate Banker in the Professional Services Discipline group, you will work closely with the team's Vice President, and Relationship Executive to help grow the business profitably.

You will support the execution of the discipline's strategy, focusing on new client development and deepening existing client relationships across the Middle Market Banking & Specialized Industries platform.

This role offers direct interaction with senior and local leaders, as well as individual bankers.

Job Responsibilities


* Assist in the execution of established operating rhythms, including data analysis, report distribution, and internal communications with various stakeholders


* Support the Relationship Executive and Vice President in advancing discipline objectives and business development activities


* Help maintain and update the comprehensive "Credit Book" for the discipline, detailing comparable transactional information across sub-sectors


* Contribute to the development and management of client and prospect prioritization lists for each sub-sector


* Stay informed on industry trends to help identify opportunities for strategic partnerships with Line of Business (LOB) partners


* Assist in the management of the Salesforce Dashboard to monitor and report discipline activities


* Participate in banker training and business development meetings with clients and prospects, including occasional travel to top markets

Required Qualifications, Capabilities, and Skills


* Knowledge of professional services business models


* 2+ years of direct lending, credit support, or related experience, with a focus on business relationships


* Familiarity with Salesforce CRM system


* Understanding of Commercial Banking credit and treasury products


* Strong oral and written communication skills


* Ability to collaborate with internal partners and resources


* Demonstrated experience in meeting or exceeding goals


* Sales management and business development skills


* FINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire

Preferred Qualifications, Capabilities, and Skills


* Bachelor's degree and formal credit training preferred


* Strong creative solution and problem-solving abilities


* Proficiency in building and maintaining positive stakeholder relationships


* Proven ability to self-start and complete projects

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