Treasury Sales Analyst

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 youll 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

If you have a disability and need assistance with the application you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).

Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

Responsible for providing support for Wholesale Payments Sales strategy execution risk and performance functions.

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.

1. Demonstrate and act in accordance with the Truist Purpose Mission and Values focused on client first and one team behaviors optimizing long-term value for stakeholders.

2. Act in accordance with the Truist Code of Ethics Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.

3. Proactively develop and maintain strong partnerships across Wholesale Payments the Line of Business and at the Enterprise Level to support the strategy execution and performance goals of the Wholesale Payments business.

4. Execute on the Strategy Sales and Operational Responsibilities of the Sales Analyst Position for Treasury Commercial Card and Merchant :

a. In partnership with the relationship team develop maintain and execute on strategic portfolio planning.

b. Schedule the pre-call plans with the relationship team prepare pre-call planning materials and participate in / lead the pre-call planning meeting.

c. Execute on the art of the call as the notetaker active listener closer and / or leader during the client / prospect meeting.

d. Prepare advisory calling materials to include any / all the following : Discovery Pitch Demos Product Working Capital Analyses Financial Modeling ROI analyses Business Reviews.

e. Schedule the post-call debriefs with the relationship team provide summary of notes observations and feedback and execute on delegated post-call responsibilities.

f. Practice Salesforce data integrity by logging detailed call reports updating accurate client information and maintaining accurate sales pipelines.

g. Support the pitch negotiation and close stages of the sales process by creating pricing proformas disclosing pricing to clients commercial card document preparation RFP submissions digital and product demos and having a deep understanding of product offerings.

h. Support an accurate smooth and expedient client onboarding journey.

5. Define and execute on a personal and career development plan.

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.

1. Bachelors Degree or equivalent work experience

2. One to three year(s) of Financial Services experience

3. Strong analytical skills and attention to detail

4. Strong communication and interpersonal skills

5. High level of adaptability and flexibility

6. Ability to multi-task and prioritize

7. Ability to balance short-term deliverables against long-term projects

8. Demonstrate proficiency in basic computer applications such as Microsoft Software Products

Preferred Qualifications :

9. Up to 25% travel may be required

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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 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 other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

Required Experience :

IC

Key Skills

Sales Experience,Microsoft Access,Power BI,Pivot tables,Analysis Skills,Microsoft Powerpoint,Retail Link,Salesforce,Microsoft Excel,Sales Analysis,CRM Software,Data Analysis Skills

Employment Type : Full-Time

Experience : years

Vacancy : 1