CCB Analyst II
Truist•Charlotte, NC
About The Position
The CCB Analyst II provides support to and strengthens the effectiveness of the leaders and teams to which the analyst is primarily aligned. The role conducts research and analysis, develops related materials, and manages a sales pipeline or other projects with an increasing level of autonomy. The position requires English fluency and is assigned to the 1st shift in the United States. It is listed as regular employment.
Requirements
- 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 and team-oriented.
- Solid leadership and interpersonal skills.
- High adaptability and flexibility, with strong organizational and time management skills.
- Solid understanding of business.
- Advanced proficiency in Microsoft Excel and PowerPoint.
Nice To Haves
- Minimum GPA of 3.0.
- Demonstrated work experience in finance or a related field.
Responsibilities
- Conduct industry, market, and company research using available resources to source prospect names, and develop and refine prospect lists in coordination with the leadership team and partners.
- Develop project materials that include industry-, market-, and company-specific information, as well as general economic information.
- Generate customized sales or project content for internal and external purposes.
- Track calling and marketing efforts to clients and prospects, reinforce proper CRM use with the coverage team, and assist as needed.
- Build foundational understanding of the market, credit, and products, as well as relationship management skills.
- Develop an increasingly complex understanding of the industry.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
