Wholesale Credit Delivery Analyst 1

Truist Bank•Atlanta, GA

About The Position

Wholesale Credit Delivery Associates and Analysts use their understanding of the market, credit, and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses to support financial analysis, risk assessment, and credit-structure recommendations for clients and prospects. The role involves prudent underwriting and effective credit and risk administration, with particular emphasis on following credit policies and requirements. Analysts supplement their work with research and evaluations from varied sources to assess client, competitor, property-segment, market, and industry risks and trends. They work on projects in coordination with assigned 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, a strong work ethic, self-starter qualities, and a team-oriented approach.
  • 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 purposes.
  • Track calling and marketing efforts to clients and prospects, reinforce proper CRM use with the coverage team, and assist as needed.
  • Build foundational knowledge of the market, credit, and products, along with relationship-management skills.
  • Coordinate project work 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
  • Depending on position and division, a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may also be available.
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