CCB Analyst II

Truist; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid vacation & sick days

Retirement plans (401k)

Job summary

Truist in Charlotte, NC seeks a motivated Analyst to support leaders and teams through research, analysis, and development of materials for sales pipelines and projects, with growing autonomy.

You will source and refine prospect lists, prepare industry and market insights, generate customized content for internal and external use, and track outreach in the CRM while collaborating with leadership and the coverage team.

Qualifications

• Bachelor's degree required.
• Two years of related financial services work experience.
• Strong analytical and detail-oriented skills.
• Strong written and verbal communication skills.
• Competitive drive and high work ethic; team-oriented.
• Solid leadership and interpersonal skills.
• High adaptability with strong organizational and time management skills.
• Solid understanding of business.

Responsibilities

• Conduct industry, market and company research to source prospects.
• Develop project materials with industry, market and company information.
• Generate customized sales or project content for internal and external use.
• Track outreach and marketing efforts in CRM with the coverage team.
• Build market, credit and product understanding; strengthen relationships.
• Develop increasingly complex industry knowledge.

Skills

Analytical skills

Written & verbal communication

Time management

Adaptability

Teamwork

Attention to detail

Business understanding

Excel

PowerPoint

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

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 leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects with an increasing level of autonomy.

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.

• 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.
• Develop project materials including industry, market and company specific and general economic information.
• Generate customized specific sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Build upon foundational understanding of the market, credit, and products as well as relationship management skills.
• Develop an 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: 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. EEO is the Law E-Verify IER Right to Work