Analyst - Wholesale Credit Delivery Job Raleigh area,North Carolina USA,Finance & Banking

Overview

The Wholesale Credit Delivery Associates and Analysts work within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses, providing financial analysis, risk assessment, and credit structure recommendations for clients and prospects. They take ownership of projects in coordination with a senior Credit Delivery leader, mentor junior teammates, and perform prudent underwriting and credit administration with emphasis on policy adherence.

Essential Duties and Responsibilities

Conduct industry, market, and company research to source prospect names and develop refined prospect lists in coordination with leadership and partners.

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

Generate customized sales or project content for internal and external purposes.

Track calling and marketing efforts to clients and prospects, reinforcing proper use of the CRM system with the coverage team.

Build upon foundational understanding of market, credit, products, and relationship‑management skills.

Required Qualifications

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

At least 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 and team‑oriented.

Solid leadership and interpersonal skills.

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

Some understanding of business fundamentals.

Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications

Minimum GPA: 3.0.

Demonstrated work experience in finance or a related field.

Benefits

Eligible regular teammates (working 20 hours or more per week) receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, a 401(k) plan, and at least 10 days of vacation and 10 sick days in the first year. Full‑time or part‑time status may affect prorated vacation and sick days. Additional benefits may include a defined benefit pension plan, restricted stock units, and deferred compensation, depending on division.

EEO

Statement

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.

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