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Truist CCB Analyst 
United States, North Carolina, Charlotte 
234837893

03.07.2024

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.

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
  • 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

Preferred Qualifications:

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