Wholesale Credit Delivery - Corporate Finance - Analyst I

Truist Financial - Charlotte, NC

Part-time,Full-time - Entry Level

Charlotte, NC

Credit Intermediation and Related Activities

About the position

The Analyst I position in Wholesale Credit Delivery at Truist Bank is designed to support leaders and teams by providing research, analysis, and project management. The role focuses on developing materials related to industry and market insights, managing sales pipelines, and enhancing relationship management skills. This entry-level position is ideal for individuals looking to start their career in corporate finance, with a strong emphasis on analytical skills and effective communication.

Responsibilities

• Conduct industry, market, and company research to source prospect names and develop prospect lists in coordination with the leadership team.
• Develop project materials that include industry, market, and company-specific information as well as general economic data.
• Generate customized sales or project content for both internal and external purposes.
• Track calling and marketing efforts to clients and prospects, ensuring proper use of the CRM system with the coverage team.
• Build upon foundational understanding of the market, credit, and products, as well as relationship management skills.

Requirements

• Bachelor's degree
• 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 level of 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: 3.0
• Demonstrated work experience in finance or related field

Benefits

• AD&D insurance
• Paid holidays
• Health insurance
• Dental insurance
• 401(k)
• RSU
• Pension plan
• Vision insurance
• Life insurance