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Truist Sheffield Client Development Officer II United States, North Carolina, Winston-Salem 106560358
08.09.2024
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Develop and maintain positive client relationships with existing manufacturers, distributors and dealers through in-person meetings, phone contact and written communications. Acquire new manufacturers and industries. Increase loan penetration with dealers.
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. Generate and maintain business relationships at manufacturer, distributor and dealer level.
2. Represent company at meetings, shows, conferences and other industry functions.
3. Conduct sales presentations for clients throughout the country.
4. Provide client training through presentations, webinars and training booklets.
5. Research, prepare business cases and make presentations for new manufacturers and industries.
6. Utilize SalesForce.com and Qlikview to schedule activities, detect trends and prepare reports for clients.
7. Address clients' customer service issues.
8. Keep up-to-date with industry trends.
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. Generate and maintain business relationships at manufacturer, distributor and dealer level.
2. Represent company at meetings, shows, conferences and other industry functions.
3. Conduct sales presentations for clients throughout the country.
4. Provide client training through presentations, webinars and training booklets.
5. Research, prepare business cases and make presentations for new manufacturers and industries.
6. Utilize SalesForce.com and Qlikview to schedule activities, detect trends and prepare reports for clients.
7. Address clients' customer service issues.
8. Keep up-to-date with industry trends.
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 education and related training
2. Five years of related experience
3. Previous leadership experience
4. Ability to be effective in presentations, negotiations and final closings
5. Ability to work independently and accomplish projects on time
6. Strong verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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 education and related training
2. Five years of related experience
3. Previous leadership experience
4. Ability to be effective in presentations, negotiations and final closings
5. Ability to work independently and accomplish projects on time
6. Strong verbal and written communication skills
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Retail finance or related industry experience
2. Advanced computer skills
3. Sales effectiveness training
1. Retail finance or related industry experience
2. Advanced computer skills
3. Sales effectiveness training
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