CCB Analyst II

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Business Development & PartnershipsExperience: 2+ yearsEducation: bachelorsSkills: ["Analytical skills","Attention to detail","Written communication","Verbal communication","Organizational skills"]

Support aligned teams and leaders by managing industry content and communications, conducting research and analysis, and developing presentations and business materials. Build prospect lists, create customized sales/project content, and track calling and marketing efforts while reinforcing proper CRM usage. Grow understanding of the market, credit, products, and relationship management with increasing autonomy while coordinating deliverables across stakeholders.

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Truist Financial
Truist Financial
1 month ago

CCB Analyst II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support aligned teams and leaders by managing industry content and communications, conducting research and analysis, and developing presentations and business materials. Build prospect lists, create customized sales/project content, and track calling and marketing efforts while reinforcing proper CRM usage. Grow understanding of the market, credit, products, and relationship management with increasing autonomy while coordinating deliverables across stakeholders.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Conduct industry, market, and company research to source prospect names and refine prospect lists with leadership and partners.
  • •Develop project materials using industry, market, and economic information.
  • •Generate customized sales or project content for internal and external audiences.
  • •Track calling and marketing efforts to clients and prospects and ensure proper CRM usage with the coverage team.
  • •Build increasing understanding of the market, credit, products, and relationship management skills.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysRsusPension

Key Requirements

  • •Bachelor’s degree.
  • •Two years of related financial services work experience.
  • •Strong analytical skills with attention to detail.
  • •Strong written and verbal communication skills.
  • •Advanced proficiency in Microsoft Excel and PowerPoint.
Experience:2+ yearsFinancial services
Education:Bachelor's
Skills:Analytical skillsAttention to detailWritten communicationVerbal communicationOrganizational skills
Languages:English
Tech Stack:Microsoft ExcelMicrosoft PowerPointCRM

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn