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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Responsibilities

This role supports commercial banking teams by delivering analytical research and data-driven insights for client and prospect engagements. Typical day-to-day responsibilities include:

• Supports analysis of market and industry data to generate insights for client/prospect meetings, pitchbooks, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and partners across product teams to prepare client presentations and support transactions
• Observes and supports credit approval and treasury solutions processes to learn product packaging and approval requirements
• Coordinates with internal product and deal teams throughout transaction lifecycles
• Delivers new-business analytics, monitors client activity, and helps optimize portfolios to identify cross-sell and expansion opportunities
• Interprets financial and cash-flow statements to assess company and industry financial health
• Works with domestic and international teammates (e.g., Investment Banking, FX, Wealth Management) and facilitates relationships with Product Specialists in Credit, Treasury Management, and Merchant Services

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Required Qualifications

• Minimum of two years of professional or business experience
• Demonstrated analytical thinking and financial modeling ability
• Strong critical thinking and 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 and ability to work collaboratively in team settings
• Ability to understand and interpret corporate financial statements

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Desired Qualifications

• Internship or prior entry-level role in financial services
• Bachelor’s degree in business, finance, economics, or equivalent work experience

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Skills & Tools

• Continuous improvement mindset
• Data visualization and presentation (e.g., PowerPoint, Excel charts)
• Financial analysis and modeling
• Market and trend analysis
• Client relationship building and client management
• Project and pipeline management
• Business development and referral identification
• Risk awareness and client solutions advisory

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Compensation & Benefits

• Base salary: $85,000 — $125,000 per year (offers determined by experience, education, and skill set)
• Employment type: Full time (Contract)
• Hours: 40 hours per week; 1st shift
• Location (onsite expectations): Seattle, WA — 401 Union St - Rainier Square (WA1510)
• Discretionary incentive eligibility (annual awards based on individual and business performance)
• Benefits: This role is benefits-eligible. Confidential Client provides industry-standard benefits, paid time off, and development resources.

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Note on Workplace & Culture

Confidential Client is committed to an in-office culture that supports collaboration and career development while offering role-appropriate flexibility. We value diverse backgrounds and experiences and encourage applicants from a wide range of career paths.

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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.