girl looking into her desktop
Back to search results

Wholesale Credit Pricing Associate

Charlotte, North Carolina;

Job Description:

The Pricing Associate will report directly to the Head of Pricing Strategy Wholesale Credit. This individual will be responsible for partnering with leadership teams and deal teams to manage and advise on pricing strategy within the streamlined pricing framework, including pricing strategy for LIBOR Transition. This individual will leverage data to construct actionable analytics leveraged at the deal level, while also reporting on macro portfolio spread trends weekly for senior leadership.  The Pricing Associate will also lead routines to capture business feedback and build solutions for the credit pricing tool, PrecisionLender, and its virtual assistant Andi.

Key stakeholders include senior leadership across Global Banking Coverage, Wholesale Credit, Debt Capital Markets, Credit Risk, Finance, Corporate Treasury. 

Core Responsibilities include:

  • Act as a deal consultant on structure and pricing, partnering with deal teams during live transactions and serving as a pricing subject matter expert around relationship return on capital 

  • Strategize how to program the virtual assistant in the pricing technology platform, Precision Lender, to be able to most effectively coach deal teams as the pricing team pushes to be more digital

  • Manage pricing guidance used by the lines of business in Wholesale Credit, including LIBOR Transition

  • Deliver weekly Global Banking portfolio spread and funded balance trend analysis to senior leadership across Global Banking, Corporate Treasury, Finance, and Debt Capital Markets 

  • Monitor pricing and deal activity in the pricing tool to be able to understand in flight deal volume attributes by Industry, Line of Business, and Geography

  • Understands and connects commercial banking analytics across the enterprise and is able to identify and design opex solutions

  • Use structured data to provide analytics for executive leadership on Global Banking pricing trends

  • Lead routines to collect feedback and implement enhancements for the credit pricing platform

Required Skills:

  • Experience with commercial banking and underwriting credit products

  • Experience with Business Intelligence tools (i.e. Tableau)

  • Highly organized, self-starter, creative thinker with strong analytical skills

  • Strong communication/presentation skills – ability to communicate vertically and horizontally within the organization

  • Strong working knowledge of Excel and PowerPoint

Desired Skills:

    • Experience with PrecisionLender is a plus

    • Familiarity with regulatory concepts around bank liquidity and capital as well as banking finance

    • Familiarity with non-credit revenue bank products (i.e. debt capital market services “DCM” or global transaction services “GTS”)

    Job Band:

    H5

    Shift: 

    1st shift (United States of America)

    Hours Per Week:

    40

    Weekly Schedule:

    Referral Bonus Amount:

    0

    Job Description:

    The Pricing Associate will report directly to the Head of Pricing Strategy Wholesale Credit. This individual will be responsible for partnering with leadership teams and deal teams to manage and advise on pricing strategy within the streamlined pricing framework, including pricing strategy for LIBOR Transition. This individual will leverage data to construct actionable analytics leveraged at the deal level, while also reporting on macro portfolio spread trends weekly for senior leadership.  The Pricing Associate will also lead routines to capture business feedback and build solutions for the credit pricing tool, PrecisionLender, and its virtual assistant Andi.

    Key stakeholders include senior leadership across Global Banking Coverage, Wholesale Credit, Debt Capital Markets, Credit Risk, Finance, Corporate Treasury. 

    Core Responsibilities include:

    • Act as a deal consultant on structure and pricing, partnering with deal teams during live transactions and serving as a pricing subject matter expert around relationship return on capital 

    • Strategize how to program the virtual assistant in the pricing technology platform, Precision Lender, to be able to most effectively coach deal teams as the pricing team pushes to be more digital

    • Manage pricing guidance used by the lines of business in Wholesale Credit, including LIBOR Transition

    • Deliver weekly Global Banking portfolio spread and funded balance trend analysis to senior leadership across Global Banking, Corporate Treasury, Finance, and Debt Capital Markets 

    • Monitor pricing and deal activity in the pricing tool to be able to understand in flight deal volume attributes by Industry, Line of Business, and Geography

    • Understands and connects commercial banking analytics across the enterprise and is able to identify and design opex solutions

    • Use structured data to provide analytics for executive leadership on Global Banking pricing trends

    • Lead routines to collect feedback and implement enhancements for the credit pricing platform

    Required Skills:

    • Experience with commercial banking and underwriting credit products

    • Experience with Business Intelligence tools (i.e. Tableau)

    • Highly organized, self-starter, creative thinker with strong analytical skills

    • Strong communication/presentation skills – ability to communicate vertically and horizontally within the organization

    • Strong working knowledge of Excel and PowerPoint

    Desired Skills:

      • Experience with PrecisionLender is a plus

      • Familiarity with regulatory concepts around bank liquidity and capital as well as banking finance

      • Familiarity with non-credit revenue bank products (i.e. debt capital market services “DCM” or global transaction services “GTS”)

      Shift:

      1st shift (United States of America)

      Hours Per Week: 

      40

      Learn more about this role

      Full time

      JR-21037954

      Band: H5

      Manages People: No

      Travel: Yes, 5% of the time

      Manager:

      Talent Acquisition Contact:

      Rebecca Loeb

      Referral Bonus:

      0