Institutional Banking Associate (Remote-TX)

Description: Commercial Banking

• Associate will be a part of a fast-growing West region team based in Dallas, TX working closely with senior bankers in overall relationship management support
• Preparing presentations and other materials for clients
• Developing and maintaining financial models, as needed
• Creating and organizing content and analyses as well as collaborating with capital markets and other product and service partners
• Possessing proficiency in credit fundamentals to determine the appropriate risks on new and prospective customers so that all relationships are in strategic alignment with Bank risk parameters
• Assisting bankers on client needs and portfolio servicing and management; assist with prospect strategies and development
• Participating in client meetings with the goal of developing into an independent banker
  

Basic Qualifications


• Bachelor’s Degree in Finance or Accounting
• Minimum 2+ years of commercial banking experience, preferably in an analyst role
• FINRA licensed with Series 79 & 63 within 12 months of employment

Preferred Qualifications


• Strong credit skills, credit background and knowledge
• Sound understanding of the Corporate Banking business and its related products, and pertinent regulations
• Excellent oral and written communication skills
• Strong planning, negotiation, organizational and analytical skills
• Experience with large corporate clients, capital markets products, credit, cash management and trade products

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