Commercial Associate - Middle Market; Heart of Texas Market - Houston

Overview

Deliver analytical research and data‑driven insights to support commercial banking client and prospect needs in partnership with banking and product teams.

• Develop economic and market insights, industry analysis, pitchbooks, and relationship reviews that inform strategy.
• Support preparation of client presentations and client deals.
• Observe and support credit approval and treasury solutions processes to build knowledge of products, services, and packaging requirements.
• Coordinate clients/prospects and partners from product and deal teams throughout the course of a transaction.
• Deliver new business analytics, monitor client activities, and perform portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities.
• Understand and interpret financial and cash‑flow statements to assess and analyze financial conditions of companies and industry trends.
• Facilitate client relationships with product specialists in credit, treasury management, and merchant services to design and deliver financial solutions.

• Minimum of two years of professional or business experience.
• Analytical thinking and financial modeling skills.
• Strong critical thinking and the ability to work independently.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong attention to detail and organizational skills.
• Strong interpersonal skills with the ability to work collaboratively in a team environment.
• Understanding and interpreting corporate financial statements.

• Previous internship or entry‑level role in financial services.
• Bachelor’s degree in a related field or equivalent work experience.

• Continuous Improvement
• Data Visualization
• Relationship Building
• Client Management
• Data and Trend Analysis
• Financial Analysis
• Project Management
• Referral Identification
• Business Development
• Client Solutions Advisory
• Market Analysis
• Pipeline Management
• Risk Management

Office location:
Houston, with occasional travel to Austin, Dallas, Denver, and San Antonio.

Shift: 1st shift (United States), 40 hours per week.