Truist CCB Analyst 

United States, North Carolina, Charlotte 

234837893

Regular or Temporary:

English (Required)

1st shift (United States of America)

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, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.
• Develop project materials including industry, market and company specific and general economic information.
• Generate customized specific sales or project content for internal and external purposes.
• Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.
• Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

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
• 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
• Some understanding of business
• Advanced proficiency in Microsoft Excel and PowerPoint

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