Treasury Sales Analyst

Truist•Baltimore, MD

12d•$70,000 - $95,000•Onsite

About The Position

Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions. The position involves developing and maintaining 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. Key responsibilities include executing on the Strategy, Sales, and Operational aspects for Treasury, Commercial Card, and Merchant, which involves strategic portfolio planning, preparing for and participating in client meetings, supporting the sales process through various analyses and material preparation, maintaining Salesforce data integrity, and assisting with client onboarding. The role also includes defining and executing a personal development plan, mentoring peers, and participating in various workstreams.

Requirements

Bachelor’s Degree or equivalent work experience
One to three year(s) of Wholesale Payments experience
Three to five years 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
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 Analysts
English (Required)

Nice To Haves

Up to 25% travel may be required

Responsibilities

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:
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.
Define and execute on a personal and career development plan.
Mentor peers and new teammates.
Participate in various workstreams across Wholesale Payments.