CAC Analyst II

Truist Bank•Orlando, FL

19h•Onsite

About The Position

The CAC Analyst II position involves handling inbound customer calls with supervision, identifying sales opportunities, and answering customer questions within set standards. The role requires consulting with clients to understand their needs and offering value through holistic financial planning. Analysts will demonstrate how investment solutions meet individual client needs, utilizing a wide range of options to build investment strategies. Technology will be leveraged for client interaction, portfolio strategy, and display. A key responsibility is ensuring all business transactions and practices comply with regulations and the Truist Code of Conduct.

Requirements

College degree (finance preferred) at an accredited college or university
2-3 Years of experience
Superior written and oral communication abilities
Independent, entrepreneurial mindset, goal-oriented
Ability to self-manage, adapt to a fast-paced environment, collaborate well with teams
Must be in good standing

Nice To Haves

Must obtain securities registrations and insurance licenses within 160 days to continue with the program.
Must pass periodic evaluations/reviews in order to continue in the program
New hires must fulfill all Securities registrations and insurance licenses (SIE, Series 7, 65, 63, life/health/variable insurance) within 6 months of hire date; otherwise they may be subject to termination.
Sales experience

Responsibilities

Participate in multiple role rotations within Wealth and the CAC
Provide investment advice in a virtual environment
Consult with clients to uncover needs and provide opportunities to add value
Demonstrate how particular investment solutions match client’s individual needs, using a wide range of investment solutions to help build an investment portfolio
Responsible for ensuring that all business transactions and practices in the individual’s span of control comply with all regulations and the Truist Code of Conduct