CCB Analyst II

Truist Bank • Charlotte, NC

9d

About The Position

The CCB Analyst II supports and strengthens the effectiveness of aligned leaders and teams. The role provides research and analysis, develops related materials, and manages sales pipelines or other projects with increasing autonomy. The analyst conducts industry, market, and company research; prepares project and sales materials; tracks calling and marketing efforts; and builds knowledge of markets, credit, products, and relationship management.

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, high work ethic, self-starter qualities, and a team-oriented approach.
• 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 identify prospects, and develop and refine prospect lists in coordination with leadership and partners.
• Develop project materials containing industry, market, company-specific, and 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 knowledge of the market, credit, products, and relationship management.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level