Analyst - Wholesale Credit Delivery

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 107

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 leader 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 leader(s) but require increasingly less oversight, begin owning their assigned clients and opportunities more fully and exhibiting 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.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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