CCB Analyst II

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Analytical","Attention to detail","Written communication","Verbal communication","Self-starter"]

Provide research and analysis to support leaders and teams, including sourcing prospects, building refined prospect lists, and developing industry, market, company, and economic materials. Generate tailored sales or project content for internal and external use, and support client/prospect outreach by tracking calling and marketing efforts and reinforcing CRM usage. Grow an increasingly complex understanding of the industry, credit, products, and relationship management.

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Truist Financial
Truist Financial
1 month ago

CCB Analyst II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide research and analysis to support leaders and teams, including sourcing prospects, building refined prospect lists, and developing industry, market, company, and economic materials. Generate tailored sales or project content for internal and external use, and support client/prospect outreach by tracking calling and marketing efforts and reinforcing CRM usage. Grow an increasingly complex understanding of the industry, credit, products, and relationship management.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Conduct industry, market, and company research to source prospect names and develop prospect lists with leadership and partners.
  • •Develop project materials with industry, market, company-specific information and general economic information.
  • •Create customized sales or project content for internal and external purposes.
  • •Track calling and marketing efforts and reinforce proper use of the CRM system with the coverage team.
  • •Build knowledge of the market, credit, and products, and strengthen relationship management skills.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

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 servicesFinanceCreditBanking
Education:Bachelor's
Skills:AnalyticalAttention to detailWritten communicationVerbal communicationSelf-starter
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