Treasury Sales Analyst

Crump Life Insurance Svcs Inc; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid time off

Job summary

Truist is seeking a Sales Analyst for Wholesale Payments in the United States. The role supports strategy, execution, risk and performance functions within Treasury, Commercial Card and Merchant services.

You will partner with relationship teams to plan, perform pre-call and post-call activities, and help close deals. Strong analytical skills, communication and adaptability are essential.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1–3 years Wholesale Payments experience.
• 3–5 years Financial Services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High adaptability and flexibility.
• Ability to multi-task and prioritize.
• Up to 25% travel may be required.

Responsibilities

• Demonstrate and act in accordance with Truist Purpose, Mission and Values.
• Act with ethics, risk management culture and policies.
• Develop partnerships to support strategy, execution and performance goals.
• Execute on Strategy, Sales and Operational responsibilities for Treasury, Commercial Card and Merchant.
• Prepare advisory materials: Discovery, Pitch, Demos, ROI analyses, Business Reviews.
• Maintain Salesforce data integrity and accurate sales pipelines.
• Support pricing, negotiations, proposals, and onboarding processes.
• Mentor peers and participate in Wholesale Payments workstreams.

Skills

Wholesale payments experience

Financial services experience

Analytical skills

Communication skills

Multi-tasking

Adaptability

Travel up to 25%

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Job description

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:
   • 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.
   • Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
   • Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
   • Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
   • 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.
   • Support an accurate, smooth, and expedient client onboarding journey.
5. Define and execute on a personal and career development plan.
6. Mentor peers and new teammates.
7. Participate in various workstreams across Wholesale Payments.

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. One to three year(s) of Wholesale Payments experience
3. Three to five 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. Able to function effectively in role with less direction and more autonomy than Junior Analysts
12. Up to 25% travel may be required

The annual base salary for this position is $70,000 - $95,000.

Additional Incentive pay is available for this 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.
• 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.

EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.