Wholesale Credit Delivery Analyst 1

Truist Bank • Charlotte, NC

7d

About The Position

The Wholesale Credit Delivery Analyst 1 supports financial analysis, risk assessment, and credit structure recommendations for clients and prospects in Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses. The role involves researching market, client, competitor, property-segment, and industry risks and trends, and supporting prudent underwriting and credit risk administration in compliance with credit policies and requirements. The analyst coordinates projects with senior Credit Delivery leaders and teammates, develops market and sales materials, tracks client and prospect marketing efforts, and builds knowledge of markets, credit products, and relationship management.

Requirements

• 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, high work ethic, self-starter approach, and team orientation.
• Solid leadership and interpersonal skills.
• Adaptability and flexibility, with strong organizational and time-management skills.
• Some understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

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

Responsibilities

• Conduct industry, market, and company research using available resources to identify prospects and develop and refine prospect lists with leadership and partners.
• Develop project materials containing industry-, market-, and company-specific information as well as general economic information.
• Generate customized sales or project content for internal and external use.
• Track calling and marketing efforts to clients and prospects, reinforce proper CRM use with the coverage team, and assist as needed.
• Build foundational understanding of markets, credit, products, and relationship management skills.
• Support financial analysis, risk assessment, and credit structure recommendations for clients and prospects.
• Perform prudent underwriting and effective credit and risk administration, emphasizing adherence to credit policy and requirements.
• Coordinate projects with an assigned senior Credit Delivery leader and mentor more junior teammates.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level