Client-Facing Banking Market 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

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.