Legal Specialty Commercial Business Analyst III
TruistAbout the role
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for providing analytical and administrative support for the execution of divisional, group, and team initiatives within the Legal Specialty Commercial Banking segment. Performs reporting, financial analysis, portfolio insights, and process reviews to support business performance and strategic objectives. Serves as a subject‑matter resource for commercial banking systems, products, services, and processes relevant to law firm clients. Participates in project management activities, collaborating with Relationship Managers and cross‑functional partners to support client coverage, operational effectiveness, and ongoing business initiatives.1. 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.
2. 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.
3. 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 lifecycles.
4. 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.
5. 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.
6. 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.
Required Qualifications:
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s