Analyst or Associate - Wholesale Credit Delivery - Hospitals​/Healthcare, Education​/N

Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Higher Education / Not for Profit

Join to apply for the Analyst or Associate - Wholesale Credit Delivery - Hospitals / Healthcare, Higher Education / Not for Profit role at Talent Ally
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The Wholesale Credit Delivery Associates and Analysts have a strong understanding of the market, credit and products within Commercial Banking, Commercial Real Estate, and/or Wealth specialty businesses. They facilitate financial analysis, risk assessment, and credit structure recommendations for clients and prospects. They take ownership of projects, coordinate with senior Credit Delivery leaders, and mentor junior teammates. Their work emphasizes adherence to credit policy and requirements, using a wide variety of research sources to assess client, competitor, property segment, market, and industry risks and trends.

Reporting to the team lead, they provide analytical support to Portfolio Managers within the Hospitals/Higher Education/Not for Profit segment, analyze financial statements and projections, utilize financial models, develop credit presentations, and participate in underwriting and structuring.

• Conduct industry, market, and company research to source prospect names and develop refined prospect lists in coordination with leadership and partners.
• Develop project materials with industry, market, and company specific and general economic information.
• Generate customized sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of the CRM system with the coverage team, and assist as needed.
• Build upon a foundational understanding of the market, credit, and products while developing relationship‑management skills.

• 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 and high work ethic; self‑starter and 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.

• Minimum GPA: 3.0.
• Demonstrated work experience in finance or related field.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation
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All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan, along with at least 10 days of vacation and 10 sick days (prorated) during the first year, and paid holidays. Additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on the position and division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.