CCB Analyst II

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Truist is seeking a capable analyst to support leaders and teams by conducting industry research, developing marketing materials, and managing the sales pipeline. The role includes assisting Relationship Managers and direct client contact with limited supervision.

Responsibilities span research, content creation, CRM maintenance, and collaboration with partners to drive business growth. A Bachelor’s degree and 3 years of financial services experience are required.

Qualifications

• Bachelor’s degree required.
• 3 years of related financial services experience.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Self-starter with team orientation and adaptability.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Conduct industry and company research to source prospects and develop lists with the coverage team.
• Develop pitch materials with industry and economic information.
• Contribute material for internal deal discussions and lead calls.
• Create industry-specific content for internal/external use.
• Handle basic client follow-up activities and CRM hygiene.
• Track outreach efforts and support relationship managers.

Skills

Financial analysis

CRM

Communication

Excel

PowerPoint

Time management

Teamwork

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

CRM software

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Description

Provide support to and strengthen the effectiveness of leaders and teams to which associate is primarily aligned. Responsible for providing industry related research and analysis, development of marketing material, and management of sales pipeline. Associate will support the ongoing servicing of Relationship Managers (RMs) and/or clients, including direct client contact with limited supervision.

Use of this position must be approved by the President, Community Bank, CCB Administration Manager, or the Head of Industry Specialization & Capital Markets Advisory.

Essential Duties and Responsibilities

• Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners
• Develop pitch materials including industry specific and general economic information
• Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls
• Generate customized industry-specific content for internal and external purposes
• Take ownership of basic client follow up activities as appropriate
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy
• Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation, and a growing level of comfort with client interaction
• Effectively work with partners and teammates with little oversight, able to take ownership of projects
• Provide strategic perspective around industry expertise and initiatives that drive business growth

Qualifications

• Bachelor’s degree
• Three 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 skillsHigh level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications

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

Benefits

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.