CCB Analyst II

Truist; Atlanta (GA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is seeking a financial analyst to support leaders and teams with research, analysis, and project management, progressing toward greater autonomy. You will develop materials and manage prospect lists, industry and market intelligence, and CRM-informed outreach.

The role requires a Bachelor's degree, 2 years in financial services, strong analytical and communication skills, leadership potential, and advanced Excel and PowerPoint abilities.

Qualifications

• Bachelor’s degree completed.
• Two years of related financial services experience.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication.
• Self-starter with competitive drive and team orientation.
• Leadership and interpersonal strength.
• Highly adaptable with strong organizational skills.
• Solid business understanding.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Conduct industry, market, and company research to source prospect names and develop refined prospect lists in coordination with leadership and partners.
• Develop project materials including 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.
• Build upon foundational understanding of the market, credit, and products as well as related relationship management skills.
• Develop increasingly complex understanding of the industry.

Skills

Analytical skills

Written and verbal communication

Self-starter

Leadership and interpersonal skills

Time management

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Job Overview

Provide support to and strengthen the effectiveness of leaders and teams to which the analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of projects with increasing autonomy. Regular position. Language fluency: English (Required). Work shift: 1st shift (United States of America).

Responsibilities

• Conduct industry, market, and company research to source prospect names and develop refined prospect lists in coordination with leadership and partners.
• Develop project materials including 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.
• Build upon foundational understanding of the market, credit, and products as well as related relationship management skills.
• Develop increasingly complex understanding of the industry.

Qualifications

Required Qualifications:

• Bachelor’s degree.
• 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, team‑oriented.
• Solid leadership and interpersonal skills.
• High level of adaptability and flexibility with strong organizational and time management skills.
• Solid understanding of business.
• Advanced proficiency in Microsoft Excel and PowerPoint.

Preferred Qualifications:

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

Benefits

All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan. Payees also receive no less than 10 days of vacation (prorated) and 10 sick days (prorated), as well as paid holidays. Additional benefits such as a defined benefit pension plan, restricted stock units, and a deferred compensation plan may apply depending on position, division, and status. More details are available on the Benefits site.

EEO Statement

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.