Treasury Sales Analyst

Truist • Atlanta, GA • 3h ago

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\site\FAQ-1758133253710.pdf)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(accommodation requests only; other inquiries won't receive a response).

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.

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. 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:

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.

Define and execute on a personal and career development plan.

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 equivalent work experience One to three year(s) of Financial Services experience Strong analytical skills and attention to detail Strong 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 Demonstrate proficiency in basic computer applications, such as Microsoft Software Products

Preferred Qualifications:

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 (https://benefits.truist.com/)

. 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\KnowYourRights\screen\reader\10_20.pdf)

E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\Participation\Poster-1757074518541.pdf)

IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER_RightToWorkPoster-1757074222028.pdf)

Truist

Go to Apply

Share this job

Similar Jobs

Content Collections Operational Specialist

RELX INC • Atlanta, GA • 2h ago

Finance, Accounting & Banking

Are you passionate about building scalable systems and operational frameworks that drive global sales success? Do you enjoy turning data into insight to power strategic decision-making across diverse teams? About our Tea...

2h ago

Go to Apply

Accountant - Entry Level

Robert Half • Atlanta, GA • 13h ago

Finance, Accounting & Banking

Description We are looking for an entry-level Accountant to join a growing Non-Profit team in Atlanta, Georgia on a contract-to-permanent basis. This opportunity is well suited for someone with a solid foundation in acco...

13h ago

Go to Apply

SR ANALYST TRADE CREDIT SERVICES

Home Depot • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Position Purpose: The Sr. Analyst, Trade Credit Services position is responsible for processes associated with managing and servicing commercial credit customers associated with the Pro Trade Credit program, with greater...

16h ago

Go to Apply

Tax Manager, Strategic Tax Review

Deloitte • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Deloitte's National Federal Tax Services practice is seeking a tax professional with experience in federal tax consulting, client service, and team leadership. In this role, you will advise clients on technical tax matte...

16h ago

Go to Apply

Tax Manager, State Income and Franchise - Multistate

Deloitte • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative techno...

16h ago

Go to Apply

Tax Manager - Strategic Tax Review, Multistate

Deloitte • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Are you a strategic and creative Income and Franchise Tax Manager who enjoys solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative...

16h ago

Go to Apply

Head of Specialty Complex Claims

Axis • Alpharetta, GA • 16h ago

Finance, Accounting & Banking

This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjuste...

16h ago

Go to Apply

Tax Manager, State Income and Franchise - Multistate

Deloitte • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estat...

16h ago

Go to Apply

Senior Consultant, National Federal Tax Services, Strategic Tax Review

Deloitte • Atlanta, GA • 16h ago

Finance, Accounting & Banking

Deloitte Tax LLP is seeking a Tax Senior to join our National Federal Tax Services Strategic Tax Review practice. In this role, you'll help large and midsize organizations identify federal tax planning opportunities that...

16h ago

Go to Apply

Sales Executive, Credit Issuer Solutions

Fiserv • Atlanta, GA • 20h ago

Finance, Accounting & Banking

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations...

20h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)