Treasury Sales Analyst Leader
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Overview
Job Description
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the management of the Wholesale Payments Sales Analysts (WPSA's). The WPSA's provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions. This leader will also be responsible for business development and retention, talent management, risk management and compliance to ensure strategic sales objectives are met, revenue and profit goals are achieved, and sales results are appropriately reported. Responsible for the selection, training, development, and evaluation of the analysts supervised. Establish and maintain strong working relationships with all business partners.
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.
Model and lead a team that demonstrates and acts in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders.
Model and lead a team that acts in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
Model and lead a team that proactively develops and maintains 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.
Model, develop, and lead a team that executes on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant. WPSA organization proficiencies and responsibilities include:
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.
Represent the Wholesale Payments sales organization both internally and externally, including internal meetings, discussions, client meetings, industry presentations as appropriate.
Define and execute on a personal and career development plan.
Develop, recruit and export top talent within assigned team.
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.
Bachelor's Degree or an equivalent combination of education and related work experience
Five years of sales experience of financial or wholesale payments services
Three years of management experience in sales or sales support
Maintains deep understanding of Working Capital Analysis knowledge and solutions
Proven track record of individual top sales performance and team sales/support performance
Strong analytical skills and attention to detail
Strong presentation, communication and interpersonal skills
High level of adaptability and flexibility
Ability to multi-task and prioritize
Ability to balance short-term deliverables against long-term projects
Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
Able to function effectively in role with less direction and more autonomy than Junior Leaders
Strong client-facing skills
Preferred Qualifications:
Seven or more years of sales experience of financial or wholesale payments services
Five or more years of management experience in sales or sales support
Certified Treasury Professional Designation
Maintains up to date knowledge of Payments Trends and Best Practices
Expected to be subject area experts in one (or more) specific skill sets, business areas or products
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. 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. Truist is a Drug Free Workplace.
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