Treasury Sales Analyst

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Regular or Temporary:

Language Fluency: English (Required)

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.

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. Pursue perfect execution of 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.

i. Independently call on the portfolio and directly contribute to Key Performance Indicators and Portfolio Revenue Growth.

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

6. Serve as a peer leader and mentor.

7. Lead various workstreams across Wholesale Payments.

8. Participate in workstreams and initiatives across the Enterprise.

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. Bachelor’s Degree or equivalent work experience

2. Three to five years of Wholesale Payments experience

3. Five or more years of Financial Services experience

4. Strong analytical skills and attention to detail

5. Strong communication and interpersonal skills

6. High level of adaptability and flexibility

7. Ability to multi-task and prioritize

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

9. Demonstrated proficiency in basic computer applications, such as Microsoft Software Products

10. Proven ability to work well in fast-paced, team-oriented environment and ability to adapt

11. Independently function in the role and serve as the subject matter expert for the WP Sales Analyst organization

12. Client-facing skills

Preferred Qualifications:

1. Certified Treasury Professional Designation

2. Up to 50% 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 position. Truistoffers 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.

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.

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