Wholesale Credit Delivery Analyst: Client Risk

Truist; Raleigh (NC); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

Truist is seeking a Wholesale Credit Delivery Analyst to contribute to market research, credit analysis, and client-facing recommendations. You will support senior leaders, mentor junior teammates, and help craft credit structures within Dealer Services.

Responsibilities include industry research, materials development, CRM tracking, and progressively taking on independent client interaction while upholding credit policy and risk controls.

Qualifications

• Bachelor’s degree or equivalent 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 adaptability and time management skills.
• Solid understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Responsabilités

• Conducts industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
• Develops project materials including industry, market and company specific and general economic information.
• Generates customized specific sales or project content for internal and external purposes.
• Tracks calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Builds upon foundational understanding of the market, credit, and products as well as relationship management skills.
• Develops an increasingly complex understanding of the industry.

Connaissances

Analytical skills

Attention to detail

Leadership

Interpersonal skills

Written communication

Verbal communication

Time management

Formation

Bachelor's degree or equivalent

GPA 3.0+ (preferred)

Outils

Microsoft Excel

PowerPoint

Description du poste

Truist is seeking a Wholesale Credit Delivery Analyst to contribute to market research, credit analysis, and client-facing recommendations. You will support senior leaders, mentor junior teammates, and help craft credit structures within Dealer Services.

Responsibilities include industry research, materials development, CRM tracking, and progressively taking on independent client interaction while upholding credit policy and risk controls.