Truist
Direct Workday career site

CCB Analyst II

Location
Charlotte, NC
Listed
13 days ago

About the role

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

  • 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 analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects with an increasing level of autonomy.

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 generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.
  • 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.

Required Qualifications

  • 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

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.
  • EEO is the Law E-Verify IER Right to Work
Read the original posting

From Truist's careers page, first listed on Rolev.ai on October 28, 2026. Rolev.ai is not the employer.

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Common questions

Where is the CCB Analyst II job at Truist located?

This CCB Analyst II position at Truist is located in Charlotte, NC. Always check Truist's application page for specific state eligibility or relocation policies.

How do I apply for the CCB Analyst II position at Truist?

This listing links directly to Truist's Workday application page. You can apply directly on Truist's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.