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Commercial Analyst Trainee - Milwaukee Based Starts in July 2026

Commercial Analyst Trainee - Milwaukee Based Starts in July 2026

First American BankMilwaukee, WI, US
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Commercial Department Trainee

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This is an entry level (non-exempt) role within the Commercial Department that provides a comprehensive introduction and training of First American Bank's commercial environment. This six-month training program focuses on credit underwriting and the Commercial Department's relationship to other areas of the bank. During the program, trainees are assessed on skills and abilities such as communication, drive for results, and professionalism by completing trainings, team rotations, and assigned tasks and presentations. Upon successful completion of the program, the employee will be placed on a team within the Commercial Department.

Duties & Responsibilities

  • Participate in and successfully complete assigned trainings during the program, which include projects and team rotations within the Commercial Department.
  • Receive exposure to the various departments that work directly with our Commercial teams through presentations, training sessions, and hands-on experience.
  • Observe daily tasks and provide basic support for commercial customers.
  • Spread and analyze various financial reports, including balance sheets and profit & loss statements.
  • Learn and understand First American Bank's systems and achieve the ability to navigate through the core databases, loan operating systems, and document storage portals.
  • Conduct and complete additional assignments / projects as designated by management.

Qualifications

  • Bachelor's degree required with a focus in accounting, business, economics, or finance preferred.
  • Internship experience with a bank or in a financial field is strongly preferred.
  • Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
  • Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
  • Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
  • Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
  • Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
  • Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. Working knowledge of Microsoft Excel strongly preferred.
  • Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities / workflows as a result of system upgrades.
  • Occasional travel to other First American Bank locations, Bank functions, and training facilities may be required.
  • Positions based in our Florida and Wisconsin markets will require frequent travel to our corporate office in Elk Grove Village, IL, during the first three months of the trainee program.
  • Typical hours are Monday through Friday, 8 : 00 a.m. to 5 : 00 p.m. Additional hours may be required depending upon business need.
  • Punctuality is required to maintain First American Bank's customer service standards.
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    Commercial Analyst • Milwaukee, WI, US

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