CCB Analyst II

About the role

This position provides support to and strengthens the effectiveness of leaders and teams primarily aligned with the associate. Responsibilities include conducting industry and company research, developing marketing materials, managing sales pipelines, supporting Relationship Managers (RMs), and generating customized industry-specific content.

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, such as org calls and credit screens and take leadership role in such calls
• Generate customized industry-specific content for internal and external purposes
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• Enhance understanding of the market, credit, and products; 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

Requirements

• 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 skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and PowerPoint

Qualifications

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

Skills

Not specified

Benefits

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 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 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.

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
Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
Enhance 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 Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 skills
High 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

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