Wholesale Credit Delivery Analyst II

Truist • Atlanta, GA

1d

About The Position

Wholesale Credit Delivery Associates and Analysts support Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses by facilitating financial analysis, risk assessment, and credit-structure recommendations for clients and prospects. The role contributes to prudent underwriting and effective credit and risk administration, with particular emphasis on following credit policies and requirements. It uses research and evaluations from a range of sources to assess client, competitor, property-segment, market, and industry risks and trends.

The position conducts industry, market, and company research; develops project materials and customized sales or project content; and tracks client and prospect calling and marketing efforts with the coverage team. It builds knowledge of markets, credit products, industries, and relationship management. The general role description also notes that Credit Delivery team members take ownership of projects in coordination with senior Credit Delivery leaders and mentor more junior teammates.

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 attitude, and team orientation.
• Solid leadership and interpersonal skills.
• Adaptability and flexibility, with strong organizational and time-management skills.
• Solid understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• English language fluency.

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 source prospect names and develop and refine prospect lists in coordination with leadership and partners.
• Develop project materials that include industry-, market-, and company-specific information, as well as general economic information.
• Generate customized sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforce appropriate use of the CRM system with the coverage team, and assist as needed.
• Build knowledge of the market, credit, products, and relationship management.
• Develop an increasingly complex understanding of the industry.
• Coordinate projects with assigned senior Credit Delivery leaders and mentor more junior teammates, as described in the general role overview.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

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