Commercial Associate (Middle Market) - Oklahoma City
Core
Delivers analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners.
Role type
Commercial Associate (Middle Market)
Builds
Economic and market insights, industry analysis, pitchbooks, and relationship reviews
Domain
Commercial Banking / Middle Market
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, Critical thinking, Financial statement analysis, Data analysis, Market analysis, Client presentation support, Transaction coordination, Product knowledge (Credit/Treasury)
Preferred skills
Financial services internship experience, Entry-level role in financial services
Technologies
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Responsibilities
Analyze market and industry data to uncover insights for client meetings and pitch books; Collaborate with Relationship Managers to prepare client presentations and support deals; Observe credit approval and treasury solutions processes; Coordinate clients and partners throughout transactions; Monitor client activities and perform portfolio optimization; Interpret financial and cash flow statements to assess company conditions; Facilitate client relationships with Product Specialists to design financial solutions
Seniority
Entry-level / Associate
