Commercial Banker-Insurance Services-Associate

About the Role

As an Associate within the Commercial Banking & Specialized Industries (Insurance Services) team, you will support relationship coverage and business growth efforts across the Commercial & Specialized Industries platform. You will work with customers nationally, partnering with clients and prospects across multiple U.S. markets, and collaborate closely with senior coverage leaders and Insurance Services teammates to deepen existing client relationships, contribute to new client development, and help execute the discipline strategy.

Key Responsibilities

• Support execution of established operating rhythms, including data analysis, report distribution, and internal communications with stakeholders.
• Help build and maintain discipline-wide materials, including a comprehensive “Credit Book” with comparable transaction details by sub-sector.
• Maintain client and prospect prioritization lists across sub-sectors; support pipeline hygiene and outreach preparation.
• Contribute to maintaining knowledge of industry trends to help identify opportunities for strategic partnerships across the firm.
• Support development and management of Salesforce dashboards to monitor and report discipline activities.
• Partner with internal groups to help drive advisory, capital markets, and payments opportunities, coordinating with coverage and product partners as needed.
• Participate in travel to key markets for banker training and business development meetings with clients and prospects (as needed).

Requirements & Tech Stack

• Knowledge of the Insurance Services business model.
• Experience in direct lending and/or credit support, with a focus on business relationships.
• Working knowledge of Salesforce CRM.
• Understanding of Commercial Banking credit and treasury products.
• Strong oral and written communication skills.
• Ability to collaborate with internal partners and resources.
• Demonstrated ability to meet or exceed goals; strong individual contributor mindset.
• Business development and relationship management skills.

Preferred Qualifications

• Bachelor's degree and/or formal credit training.
• Strong creative solutioning and problem-solving abilities.
• Demonstrated ability to build and maintain positive stakeholder relationships.
• Self-starter with ability to execute on complex projects with limited oversight.