Truist Part Time Universal Banker - Hours Harmon Creek 

United States, North Carolina 

497202492

Regular or Temporary:

English (Required)

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
• Take ownership of basic client follow up activities as appropriate
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• Develop enhanced 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

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
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• 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

• Minimum GPA: 3.0