Truist Financial

Commercial Banking Analyst Team Leader

Truist Financial$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • College degree or equivalent experience required.
  • 5+ years in financial services with focus on sales management or project management.
  • Solid understanding of Commercial Banking products and financial services.
  • Strong strategic thinking and creative problem-solving capabilities.
  • Excellent interpersonal and communication skills.
  • Exceptional organizational and planning abilities.
  • Analytical skills with proficient credit acumen.

Responsibilities

  • Oversee a team of Commercial Banking Analysts supporting Middle Market Banking teams.
  • Lead preparation of screening packages, term sheets, and pitch decks.
  • Manage live deal execution alongside bankers and finance teams.
  • Encourage idea generation for deal structuring and proposals.
  • Contribute to financial analysis and debt capacity assessments.
  • Support the execution of the analyst training program.
  • Assist in recruiting and onboarding new analysts.
  • Supervise performance reviews and daily responsibilities of analysts.

Benefits

  • Comprehensive health benefits including medical, dental, and vision insurance.
  • Life and disability insurance options available.
  • Tax-advantaged savings accounts and 401k plan offered.
  • Generous paid time off including vacation, sick days, and holidays.
  • Potential eligibility for pension plans and stock options.
Full Job Description
The Commercial Banking Analyst Team Leader oversees support teammates and focuses on strengthening the effectiveness of the Sales Analysts in the evaluation and execution of transactions across the Commercial Bank. Assists manager in the partnership with Regional Leadership to drive talent development and execution to achieve sales goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. 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. 2. Lead and coordinate deal team through preparation of internal screening packages, term sheet and pitch decks for clients and prospects 3. Manage live deal execution with the Middle Market Bankers, internal and external partners and Corporate Finance and Industry Consulting analysts 4. Advance idea generation around deal structuring, analysis, screening and proposals 5. Assist with financial analysis, including modeling and debt capacity analysis 6. Team Leader will assist the Commercial Banking Analyst Manager in overseeing the execution of the analyst training program 7. Assist Analyst Manager with recruiting and teammate onboarding 8. Manage resource allocation, performance reviews and day-to-day responsibilities of Commercial Banking Analysts through regular 1x1s QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. College Degree or equivalent education, training and work-related experience. 2. 5+ of financial services experience with emphasis in sales management, leadership and/or project management. 3. Fundamental knowledge of Commercial Banking products, credit, deposits and financial services. 4. Ability to think strategically, be innovative, creative and influence decision-making processes. 5. Excellent communication and interpersonal skills 6. Strong organizational and planning skills 7. Strong analytical and reporting skills, including credit acumen 8. Knowledge of core bank operations / systems and compliance / regulatory issues 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications:  Completion of an established management or career development program, such as Truist's Leadership Development Program or Banking school  Direct experience in commercial banking roles, either in lending or portfolio management General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
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