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