Treasury Sales Analyst Leader

Job Title

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.

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. 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.
2. 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.
3. 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.
4. 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.
5. In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
6. Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
7. Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
8. Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
9. Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
10. Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
11. 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.
12. Support an accurate, smooth, and expedient client onboarding journey.
13. Represent the Wholesale Payments sales organization both internally and externally, including internal meetings, discussions, client meetings, industry presentations as appropriate.
14. Define and execute on a personal and career development plan.
15. 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

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.