Lead Commercial Banking Analyst - Deal Execution

Truist; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

AD&D

Tax-Advantaged Savings

401k

Vacation

Sick Days

Holidays

Pension

RSUs

Deferred comp

Job summary

Truist is seeking a Commercial Banking Analyst Team Leader to oversee a team supporting the Middle Market Banking segment in prospecting, deal execution, and client servicing. You will partner with regional leadership to drive talent development and sales outcomes.

The role emphasizes strategic thinking, financial analysis, and leadership of an analyst training program, with responsibilities in recruitment and performance management.

Qualifications

• The role requires a college degree or equivalent education, training and work-related experience.
• 5+ years of financial services experience with emphasis in sales management, leadership and/or project management.
• Fundamental knowledge of Commercial Banking products, credit, deposits and financial services.
• Ability to think strategically, be innovative, creative and influence decision-making processes.
• Excellent communication and interpersonal skills
• Strong organizational and planning skills
• Strong analytical and reporting skills, including credit acumen
• Knowledge of core bank operations / systems and compliance / regulatory issues
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Responsibilities

• Directly manages a team of Commercial Banking Analysts whose role is to support the Middle Market Banking teams within the regions with prospecting, deal execution and client servicing.
• Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects
• Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts
• Advance idea generation around deal structuring, analysis, screening and proposals
• Assist with financial analysis, including modeling and debt capacity analysis
• Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program
• Assist Analyst Manager with recruiting and teammate onboarding
• Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s

Skills

Communication

Interpersonal skills

Organizational skills

Analytical skills

Reporting skills

Microsoft Office

Education

College degree or equivalent

Tools

Microsoft Office

Job description

Truist is seeking a Commercial Banking Analyst Team Leader to oversee a team supporting the Middle Market Banking segment in prospecting, deal execution, and client servicing. You will partner with regional leadership to drive talent development and sales outcomes.

The role emphasizes strategic thinking, financial analysis, and leadership of an analyst training program, with responsibilities in recruitment and performance management.