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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 limited supervision.
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
Take ownership of basic client follow up activities as appropriate
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, and a growing level of comfort with client interaction
Effectively work with partners and teammates with little oversight, 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
Three 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
-This position requires an individual who will physically work within Baltimore or be required to travel to Baltimore for work. The annual base salary for this position is $73,230.00- $130,260.00.-
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
. 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.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
