CCB Analyst II

Truist Financial
Cleveland, Ohio
Workplace: OnsiteFull timeUSD 90,000+ annuallyFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Analytical skills","Attention to detail","Written communication","Verbal communication","Self-starter","Team-oriented","Leadership","Interpersonal skills","Adaptability","Organizational and time management"]

Conduct industry, market, and company research to source prospects and refine prospect lists with leaders and partners. Develop industry- and market-specific research and project materials, generate customized sales or project content, and track calling and marketing efforts. Reinforce proper CRM usage, support the coverage team, and build a progressively deeper understanding of the market, credit, and products.

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Truist Financial
Truist Financial
16 hours ago

CCB Analyst II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Conduct industry, market, and company research to source prospects and refine prospect lists with leaders and partners. Develop industry- and market-specific research and project materials, generate customized sales or project content, and track calling and marketing efforts. Reinforce proper CRM usage, support the coverage team, and build a progressively deeper understanding of the market, credit, and products.
Location: Cleveland, Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Conduct industry, market, and company research to source prospect names and refine prospect lists with leaders and partners.
  • •Develop project materials using industry, market, company, and general economic information.
  • •Generate customized sales or project content for internal and external purposes.
  • •Track calling and marketing efforts to clients and prospects while reinforcing proper CRM system use with the coverage team.
  • •Build and expand understanding of the market, credit, products, and relationship management skills.

Pay and Benefits

Salary: USD 90,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree
  • •Two years of related financial services work experience
  • •Strong analytical skills and 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 communicationSelf-starterTeam-orientedLeadershipInterpersonal skillsAdaptabilityOrganizational and time management
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