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Truist Wholesale Payments Head Sales Analysts 
United States, North Carolina, Charlotte 
667642191

04.08.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

2. Partner with Wholesale Payments/Treasury Solutions Sales leaders and Line of Business partners to provide analytic, presentation preparation and other support.

3. Direct and coach the teams in consultative selling practices and portfolio analytics.

4. 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.
5. Develop, recruit and export top talent.

6. 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

7. Represent Wholesale Payments/ Treasury Solutions sales organization both internally and externally, including internal meetings/discussions/client meetings/ industry presentations
8. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention


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 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


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