Wholesale Credit Delivery Analyst

The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses and facilitate financial analysis, risk assessment and credit structure recommendations for clients and prospects. They take ownership of projects in coordination with assigned senior Credit Delivery leaders and mentor more junior teammates. They perform prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements.

They supplement analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. Credit Delivery Associates may be assigned to selected senior Credit Delivery leaders but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibit confidence in all facets of independent client interaction.

• Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
• Develop project materials including industry, market and company specific and general economic information.
• Generate customized specific sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

• 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.

• Minimum GPA: 3.0.
• Demonstrated work experience in finance or related field.

• Regular or Temporary:
  Regular.
• Work Shift:
  
  1st shift (United States of America).
• Regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits.

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Accidental death and dismemberment insurance.
• Tax-preferred savings accounts.
• 401k plan.
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during first year of employment.
• 10 sick days (prorated).
• Paid holidays.
• Defined benefit pension plan (depending on position and division).
• Restricted stock units.
• Deferred compensation plan.

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. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.

Truist is a purpose‑driven financial services company, formed by the historic merger of BB&T and Sun Trust. We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Learn more about Truist on

Language Fluency:
English (Required).