CCB - Senior Care Associate-2 - Military Veterans

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide support to and strengthen the effectiveness of leaders and teams to which associate is primarily aligned. Responsible for providing industry related research and analysis, development of marketing material, and management of sales pipeline. Associate will support the ongoing servicing of Relationship Managers RMs) and/or clients, including direct client contact, with an increasing level of autonomy.

Use of this position must be approved by the President, Community Bank, CCB Administration Manager, or the Head of Industry Specialization & Capital Markets Advisory

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 and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners

Develop pitch materials including industry specific and general economic information

Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls

Generate customized industry-specific content for internal and external purposes

Partner with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM.

Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed

Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy

Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation

Require less oversight and direction from assigned RM or team; effectively work with partners and teammates with greater independence, able to take ownership of projects

Provide strategic perspective around industry expertise and initiatives that drive business growth

Qualifications

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

Four years of related financial services work experience

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

Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

Minimum GPA: 3.0

Demonstrated work experience in finance or related field

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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