CCB Associate I

Truist Wealth; Cleveland (OH); On-site; USD 77,000 - 104,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth in Cleveland, OH seeks an analyst to support leaders and teams with research, analysis, and materials development, advancing sales pipelines and projects with increasing autonomy.

The role requires a Bachelor’s degree, 2 years of financial services experience, strong Excel and PowerPoint skills, and excellent written and verbal communication. Collaboration, adaptability, and a client-focused mindset are essential for success.

Qualifications

• Bachelor’s degree required.
• 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.

Responsibilities

• 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.
• 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.

Skills

Analytical skills

Written communication

Verbal communication

Leadership

Interpersonal skills

Adaptability

Time management

Understanding of business

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Job description

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. If you already have a profile with us, you can log in to check status.

Essential Duties and Responsibilities

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.

• 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

The annual base salary for this position is $90,000.

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.

About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.