Legal Specialty Commercial Business Analyst III

Job Type: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

• Business Reporting & Performance Analysis

  Develop, maintain, and analyze periodic reports and management materials related to business performance, portfolio trends, pipeline activity, system usage, and departmental initiatives within the Legal Specialty Commercial Banking segment. Provide clear, concise analysis to support leadership decision‑making.

• Commercial Banking Subject‑Matter Expertise (Legal Specialty)

  Serve as a subject‑matter resource for assigned areas, demonstrating strong working knowledge of commercial banking products and services relevant to law firms, including credit structures, treasury management, deposit products, pricing, and risk considerations. Maintain familiarity with applicable systems, policies, procedures, and regulatory requirements.

• Strategic Initiative & Project Support

  Assist in the planning, execution, and monitoring of divisional initiatives and projects supporting the Legal Specialty Commercial Banking business. Collaborate with relationship managers, credit partners, operations, and product teams, contributing analytical insights, documentation, and process support throughout project life cycles.

• Industry, Market & Competitive Research

  Conduct ongoing research related to the legal industry and law firm business models, including market trends, financial performance drivers, competitive dynamics, and emerging risks or opportunities. Synthesize findings to support portfolio strategy, client discussions, and internal planning.

• Process Improvement & Operational Effectiveness

  Support continuous improvement efforts by identifying opportunities to enhance reporting, workflows, client onboarding, credit processes, and internal coordination. Perform administrative and operational tasks such as preparing presentations, coordinating meetings, organizing materials, and assisting with training on new processes, systems, or programs.

• Client Assimilation & Relationship Management Development

  Develop a comprehensive understanding of an assigned group of existing law firm clients, including their business models, financial performance, credit structures, and banking needs. Partner closely with Relationship Managers to support client coverage with the goal of progressively assuming greater responsibility and developing toward a future role as Relationship Manager and primary client advisor.

• Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
• Six or more years of experience in an analytical role within the financial services industry or related business, and/or participation in an enterprise‑sponsored Leadership Development Program.
• Demonstrated project management and coordination skills in a professional or financial services environment.
• Strong quantitative analysis skills.
• Excellent verbal and written communication skills.
• Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
• Ability to work independently.
• Strong proficiency in basic computer applications, such as Microsoft Office software products.

• Master’s degree in Marketing or Business Administration.
• Graduate of an enterprise‑sponsored Leadership Development Program.
• Banking or financial services experience, with an emphasis on commercial banking, treasury, capital markets, etc.
• Knowledge of Operational Procedures and systems.
• Knowledge of SAS or statistical software.
• Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Eligibility for specific benefits may be determined by the division that offers the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and…