About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is hiring a Commercial Associate (Middle Market) to support the GCB Tri-State Middle Market Relationship Management team covering Arkansas, Louisiana and Oklahoma. This analytical, client-facing role—based in Nichols Hills, OK—delivers market and industry insights, prepares client pitchbooks and relationship reviews, and supports transaction coordination across credit, treasury and product teams.

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What you’ll do

• Support analysis of market and industry data to develop insights for client/prospect meetings, pitchbooks, and relationship reviews.
• Prepare and polish client presentations and materials in collaboration with Market Executives and Relationship Managers.
• Observe and support credit approval and treasury solutions processes to learn product capabilities and packaging requirements.
• Coordinate internal product and deal teams throughout transaction lifecycles.
• Deliver new-business analytics, monitor client activity, and help identify portfolio optimization and cross-sell opportunities.
• Interpret corporate financial statements and cash flows to assess company and industry financial conditions.
• Work with domestic and international teammates (Investment Banking, FX, Wealth) and Product Specialists to design client solutions.

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Required qualifications

• Minimum of two years of professional or business experience.
• Strong analytical thinking and basic financial modeling skills.
• Proven written and verbal communication skills.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong attention to detail and organizational skills.
• Ability to work independently and collaboratively in a team environment.
• Ability to read and interpret corporate financial statements.

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Preferred qualifications

• Internship or entry-level experience in financial services.
• Bachelor’s degree in accounting, finance, or a related field (or equivalent work experience).
• Prior commercial banking experience, particularly in credit, is strongly preferred.

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Key skills

• Financial analysis and cash flow interpretation
• Data & trend analysis
• Data visualization and presentation development
• Relationship building and client management
• Market and industry analysis
• Project and pipeline management
• Business development and referral identification
• Risk awareness and portfolio optimization

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Logistics & compensation

• Location: Nichols Hills, OK (role supports Arkansas, Louisiana, and Oklahoma clients).
• Employment type: Contract / Full-time.
• Estimated compensation (from source data): $133,810 per year — estimated.
• Shift: 1st shift.
• Hours per week: 40.

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Why join

This role provides exposure to middle-market commercial banking, cross-product collaboration, and opportunities to support transaction execution and client strategy. If you enjoy turning data into client-ready stories and supporting relationship-driven business development, this role offers strong hands-on learning and growth potential.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.