Truist CCB Associate 

United States, Florida, Tampa 

86164563

Regular or Temporary:

English (Required)

1st shift (United States of America)Provide support to and strengthen the effectiveness of leaders and teams to which associate is primarily aligned. Responsible for providing industry related research and analysis, development of marketing material, and management of sales pipeline. Associate will support the ongoing servicing of Relationship Managers RMs) and/or clients, including direct client contact with limited supervision.

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.

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

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

Required Qualifications:

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

Strong analytical skills and attention to detail

Strong written and verbal communication skills

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

Preferred Qualifications:

Minimum GPA: 3.0

Demonstrated work experience in finance or related field