CareerPlan

Healthcare Services Banking/Treasury Analyst

Charlotte, NC, USFull-time2026-11-05 → 2026-11-09

Core

Support Bankers and Treasury officers in business development, deal execution, and client management for middle market clients in the healthcare sector.

Role type

Commercial & Specialized Industries Banking/Treasury Analyst

Builds

Financing transactions, credit approval memos, marketing materials, and treasury product solutions

Domain

Financial Services / Commercial Banking / Healthcare

Required skills

Financial modeling, credit analysis, client research, business development, written/verbal communication, attention to detail, multi-tasking

Preferred skills

Financial services experience, accounting background, credit fundamentals knowledge, market dynamics understanding

Technologies

N/A

Responsibilities

Work on financial models to support financing transactions; Assist in the completion of credit approval memos; Prepare marketing materials for client meetings; Learn how to identify treasury product solutions; Conduct client and prospect research to support business development

Seniority

Analyst, rotational program