Entry Level
CCB Analyst II
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Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
- Provide support to and strengthen the effectiveness of the teams and leaders to which the analyst is aligned. Responsible for managing the lifecycle of industry content and communications, conducting research and analysis, developing presentations and business materials, maintaining reporting and operational processes, and supporting strategic initiatives with increasing autonomy. Serves as a key coordinator across stakeholders, ensuring content, projects, and deliverables are executed accurately, efficiently, and in alignment with team objectives.
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.
List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
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Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
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Develop project materials including industry, market and company specific and general economic information.
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Generate customized specific sales or project content for internal and external purposes.
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Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
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Build upon foundational understanding of the market, credit, and products as well as relationship management skills.
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Develop an increasingly complex understanding of the industry.
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.
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Bachelor’s degree
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Two years of related financial services work experience
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Strong analytical skills and attention to detail
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Strong written and verbal communication skills
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Competitive drive and high work ethic, self-starter, team-oriented
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Solid leadership and interpersonal skills
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High level of adaptability and flexibility with strong organizational and time management skills
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Solid understanding of business
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Advanced proficiency in Microsoft Excel and PowerPoint
Preferred Qualifications:
- Minimum GPA: 3.0
- Demonstrated work experience in finance or related field
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.
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.
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