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JOB DESCRIPTIONRegular

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Accessibility

Regular or Temporary

English (Required)

Language Fluency

Work Shift

Please review the following job description

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.

List the

major responsibilities

Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.

Develop project materials including industry, market and company specific and general economic information.

Generate customized specific sales or project content for internal and external purposes.

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

Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

Develop an increasingly complex understanding of the industry.

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

Two 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

Solid understanding of business

Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications

Minimum GPA 3.0

Demonstrated work experience in finance or related field

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

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our Benefits site

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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