... analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. Monitor, maintain and update sales activity ...

... expert for Corporate and Investment Group (CIG) CRE and Truist. Work closely with junior-level ... essential functions. Bachelor's degree in Business, Finance or related field, and specific knowledge ...

... , including consumer and small business banking, commercial banking, corporate and investment banking, wealth ... . • Complete any additional training as recommended by the manager, either during or after the program ...

... Bank's risk acceptance criteria. Subject Matter Expertise: Partner closely with Investment ... specific lens; responsible for maintaining extensive level of knowledge of corporate banking, investment ...

... relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent ...

... of expertise in most aspects of finance; manage large and complex corporate relationships. Maintain ... of corporate finance, Capital Markets, Treasury, and other non-credit services Ability to grasp ...