Treasury Sales Analyst

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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.

Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
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.
Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant:
In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
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.
Define and execute on a personal and career development plan.
Participate in various workstreams across Wholesale Payments.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s Degree or equivalent work experience
One to three year(s) of Wholesale Payments experience
Three to five years of Financial Services experience
Ability to balance short-term deliverables against long-term projects
Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
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 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.
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.