Truist Industry Consultant 

United States, Georgia, Atlanta 

893018043

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.

1. Primarily aligned with and provides support to a limited number of Industry Specialists and respective industries. With increasing frequency, engages with teammates independently to represent the industries for the purpose of prospecting, training and education. Begins to independently formulate and develop industry specific thought leadership
2. Responsible for being visible in the regions through in person visits, virtual meetings or conference calls; responsible for independently educating the regions and representing the industries on behalf of the Industry Specialists
3. Works with Industry Specialists to deepen relationships with Regions by attending planning sessions and setting up and running targeted planning calls with RMs and Team Leads
4. Effectively works with internal and external constituencies with minimal oversight from Industry Specialists toward a targeted goal of influencing and enhancing all constituents’ industry knowledge
5. Responsible for independently managing all aspects of transaction execution including pitch creation, deal team formation, working call leadership and complex transaction issue resolution
6. Takes leadership role in organizing and leading calls with deal team members from across the enterprise, as well as calls with external constituencies, independently representing Industry Specialty on calls and in meetings (including but not limited to risk, underwriting, legal, client, outside counsel, other outside firms) related to transaction execution
7. Drives growth of industries through creation of industry specific content, including pitch materials, newsletters, industry presentations, internal educational documents, ad hoc publications, and independent thought leadership pieces all providing relevant insights for clients and prospects and developing industry-specific portfolio insights; assists with prospecting efforts in partnership with regions by collaborating to create prospect lists
8. Continues to develop mastery of industries and display advanced comfort level in client and partner interactions and with increasingly complex opportunities10. Leverages industry trend analysis to develop actionable strategies in partnership with Industry Specialists to drive revenue growth, ensuring alignment with organizational goals
11. Works with Industry Specialists to identify and manage relevant databases, subscriptions, conferences and other investment needs related to the industry; provides thought leadership related to investments and internal databases including, but not limited to, pricing data, peer comps, transactions comps, market/transaction data
12. Maintains organized information around industry portfolios; leverages portfolio knowledge to create dynamic action plans for industry clients; has a deep understanding of existing industry portfolios and related growth strategy

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
• 5+ years of related financial services work experience
• In-depth knowledge of respective industry sector(s), banking, market and financial solutions
• Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
• Experience in leading the execution of an extensive variety of client transactions
• Superior skills in written and oral communications and strong analytical skills with keen attention to detail
• Competitive drive and high work ethic, self-starter, team-oriented
• High level of adaptability and flexibility with strong organizational and time management skills
• Effective sales skills, relationship building behaviors and proven ability to quickly establish credibility with clients and internal stakeholders
• Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model with demonstrated ability to influence others
• Advanced proficiency in Microsoft Excel and PowerPoint

• MBA
• Direct and independent client calling experience