Wholesale Payments - Payments Analysts Leader

Truist; Charlotte (NC); On-site; USD 160,000 - 210,000; Full time

Job summary

Truist is seeking a senior leader to oversee the Wholesale Payments and Treasury Solutions sales organization, directing managers and analysts across multiple coverage areas, shaping strategy, profitability, and revenue growth. You will partner with sales leaders and business partners to deliver analytics, presentations and credible insights.

Responsibilities include coaching teams in consultative selling, building training in financial modeling and working capital analysis, expanding top

Qualifications

• Bachelor’s degree or equivalent mix of education and experience.
• 10 years in Wholesale Payments/Management or 15 years in Treasury Management.
• 5 years of management or supervisory experience.
• Subject area expertise in one or more focus areas or products.
• Proficiency in Microsoft Office.

Responsibilities

• Direct and manage Wholesale Payments/Treasury Solutions managers and analysts.
• Develop profitability, growth, and revenue goals and high-impact initiatives.
• Provide analytics, presentations, and support to sales leaders.
• Coach teams in consultative selling and portfolio analytics.
• Create training in financial modeling and working capital analysis.
• Develop, recruit, and retain top talent.
• Represent the sales organization in internal and external meetings.
• Ensure adherence to policies and proactively escalate issues.

Skills

Leadership

Wholesale Payments

Sales Management

Team selling

Financial services

Microsoft Office

Education

Bachelor's degree

Master's degree

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 the overall management of the Wholesale Payments/Treasury Solutions Leaders and Analysts responsible for providing support for sales performance, strategy, execution, operating and risk 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

• Overall management and direction of Wholesale Payments/Treasury Solutions managers and analyst’s teammates in assigned line of business and coverage (Corporate and Investment Banking, Commercial Real Estate, Commercial Card Sales & Relationship Management, Corporate Liquidity Product Specialty and International Sales, Technical Product Consulting, Wealth Management. etc), including supporting vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact sales initiatives.
• Partner with Wholesale Payments/Treasury Solutions Sales leaders and Line of Business partners to provide analytic, presentation preparation and other support.
• Direct and coach the teams in consultative selling practices and portfolio analytics.
• Create and implement training program to ensure all analysts are trained in financial modeling and working capital analysis for clients and prospects, can complete analysis and create excel-based tools to support team’s overall goals and priorities, can read and understand the basics of financial statements, assist with the development of market and industry research and complete client-based, product-based and other analysis including profitability, billing and other items requiring strong excel skills with limited direction and some oversight from more experienced Analysts and Associates.
• Develop, recruit and export top talent.
• Support and drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, Treasury sales partners, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others.
• Represent Wholesale Payments/ Treasury Solutions sales organization both internally and externally, including internal meetings/discussions/client meetings/ industry presentations.
• Adhere to and follow all applicable policies and procedures. Proactively escal et issues and risks to leadership’s attention

QUALIFICATIONS

Required Qualifications:

1. Bachelor’s degree or an equivalent combination of education and related work experience.
2. 10 years of demonstrated success in Wholesale Payments/Management/Sales Management or 15 years of experience in Treasury Management or related financial services management
3. 10 year’s experience in team selling with a deal team concept
4. 5 years of management or supervisory experience- leading a team of managers and individual contributors
5. Subject area experts in one (or more) specific skill sets (Healthcare, Energy, Financial Services, Corporate Retail, and REITs), business areas or products.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. Master’s degree in Business or related field, or equivalent education and related training
2. Certified Treasury Professional
3. Experience working in cash management environment, broad knowledge of Truist bank and products
   

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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