Analyst - Wholesale Credit Delivery Job Baltimore area,Maryland USA,Finance & Banking

The Wholesale Credit Delivery Associate and Analyst role requires a strong understanding of market, credit and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses. Responsibilities include financial analysis, risk assessment and credit structure recommendations for clients and prospects.

Responsibilities

Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.

Develops project materials including industry, market and company specific and general economic information.

Generates customized specific sales or project content for internal and external purposes.

Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.

Builds upon foundational understanding of the market, credit, and products as well as relationship management skills.

Required Qualifications

Bachelor’s degree, or an equivalent combination of education and work experience.

Two years of related financial services work experience.

Strong analytical skills and attention to detail.

Strong written and verbal communication skills.

Competitive drive and high work ethic, self‑starter, team‑oriented.

Solid leadership and interpersonal skills.

High level of adaptability and flexibility with strong organizational and time‑management skills.

Some understanding of business.

Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications

Minimum GPA: 3.0.

Demonstrated work experience in finance or related field.

Compensation

The annual base salary for this position is $80,000. Additional incentive pay is available.

Benefits

Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
Tax‑preferred savings accounts, 401(k) plan.
At least 10 vacation days (prorated) and 10 sick days, plus paid holidays.
Potential eligibility for defined benefit pension plan, restricted stock units, and deferred compensation plan.

Equal Opportunity Employer

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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