Commercial Associate - Greater Bay Area
$85,000–$125,000 year
On-siteSan Francisco, California, United States
Job Summary
Develop economic and market insights, industry analysis, pitchbooks, and relationship reviews to inform strategy and support client deals. Collaborate with Market Executives and Relationship Managers to prepare client presentations, while observing credit approval and treasury solutions processes to build product knowledge. Analyze financial and cash flow statements to assess company conditions and industry trends, then monitor client activities for portfolio optimization and new business analytics. Facilitate client relationships with Product Specialists across Credit, Treasury Management, and Merchant Services to design and deliver financial solutions. This role supports commercial banking client and prospect needs with banking and product partners, requiring two years of professional experience and proficiency in financial modeling.
Required Qualifications
- Minimum of two years of professional or business experience
- Applies analytical thinking and financial modeling skills
- Demonstrates strong critical thinking and the ability to work independently
- Displays excellent written and verbal communication skills
- Possesses proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Maintains strong attention to detail and organizational skills
- Has strong interpersonal skills with the ability to work collaboratively in a team environment
- Understands and interprets corporate financial statements
- Bachelor's degree in related field or equivalent work experience
- 1st shift (United States of America)
- 40 hours per week
Desired Qualifications
- Previously held an internship or entry-level role in financial services
- Bachelor's degree in accounting, finance or related field
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