Truist is a financial services company serving customers through branch banking, commercial banking, corporate and institutional banking, mortgage lending, and consumer lending. Its work spans the needs of individuals, businesses, and institutions, with a stated focus on care, diversity, inclusion, and community impact. Truist offers career opportunities across its banking and finance operations and highlights employee development, workplace equity, and resources that support wellbeing.
Wholesale Credit Delivery Analyst, Dealer Services — Truist (Atlanta, Onsite)
Support Truist’s Dealer Services portfolio through credit analysis, underwriting, financial modeling, and client solutions. The role also covers market research, credit presentations, portfolio monitoring, and relationship support.
Description
- Support Dealer Services Portfolio Managers with analytical work
- Review financial statements and projections
- Apply financial models and related applications
- Prepare and contribute to credit presentations
- Assist with credit underwriting and structuring
- Provide client support when needed
- Build knowledge of the company’s product portfolio
- Monitor portfolio performance and relevant trends
- Proactively shape credit solutions for clients
- Investigate issues and develop remediation plans
- Underwrite and approve credit within the authority assigned by the Portfolio Manager
- Research industries, markets, and companies to identify prospects and build prospect lists
- Prepare project materials covering industry, market, company, and broader economic information
- Create tailored sales and project content for internal and external audiences
- Track client and prospect outreach and marketing activity
- Promote accurate CRM usage across the coverage team
- Develop expertise in markets, credit, products, and relationship management
Requirements
- Bachelor’s degree or an equivalent combination of education and professional experience
- Two years of experience in financial services or a related field
- Strong analytical ability with careful attention to detail
- Excellent written and verbal communication skills
- Demonstrated initiative, competitive drive, strong work ethic, and collaborative approach
- Effective leadership and interpersonal skills
- Adaptable and flexible, with strong organization and time-management capabilities
- Working knowledge of business fundamentals
- Advanced proficiency with Microsoft Excel and PowerPoint
- Fluency in English
- Preferred minimum GPA of 3.0
- Preferred professional experience in finance or a related discipline
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-advantaged savings accounts
- 401(k) plan
- At least 10 vacation days during the first year, prorated according to hire date and full-time or part-time status
- 10 prorated sick days
- Paid holidays
- Defined-benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division