Truist
CAC Analyst II
Orlando, FL · Mid · Part-time
Sponsorship not specifiedDetected 67 days ago
AccessibilitySalesCommunication
Stay score
odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- Answer customer questions within set standards.
- Consult with clients to uncover needs and provide opportunities to add value through holistic financial planning.
- Leverage technology to interact with clients for communication, portfolio strategy, and display.
Responsibilities
- Demonstrate how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
- Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio
Requirements
- 2-3 Years of experience
- Must be in good standing
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- If you already have a profile with us, you can log in to check status.
Nice to have
- otherwise they may be subject to termination.
- Sales experience
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work
- College degree (finance preferred) at an accredited college or university
Compensation
- 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.
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- 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.
Company info
- Handle inbound calls from customers with supervision of manager/Team Lead while looking for sales opportunities.
Visa & Work Authorization
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.