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Truist Treasury Solutions Sales Analyst United States, Georgia, Atlanta 916892838
04.09.2024
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Responsible for providing support for Treasury Solutions sales performance, strategy, execution, operating and risk 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.2. Complete analysis and create excel-based tools to support team's overall goals and priorities. Require knowledge of excel including ability to efficiently use features such as vlookup, index, match, and pivot tables with oversight from more experienced Analysts and Associates
Sales Analysts
a) Complete financial modeling and working capital analysis for clients and prospects. Knowledge of excel adequate to prepare review and audit basic financial models, understanding of accounting basics and ability to analyze financial statements with oversight from more experienced Analysts and Associatesc) Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, and other various sales support tools with oversight from more experienced Analysts and Associates
d) Attend and actively participate in client calls and client planning process
3. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention
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
2. Strong analytical skills and attention to detail
3. Strong communication and interpersonal skills
4. High level of adaptability and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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. Complete analysis and create excel-based tools to support team's overall goals and priorities. Require knowledge of excel including ability to efficiently use features such as vlookup, index, match, and pivot tables with oversight from more experienced Analysts and Associates
Sales Analysts
a) Complete financial modeling and working capital analysis for clients and prospects. Knowledge of excel adequate to prepare review and audit basic financial models, understanding of accounting basics and ability to analyze financial statements with oversight from more experienced Analysts and Associatesc) Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, and other various sales support tools with oversight from more experienced Analysts and Associates
d) Attend and actively participate in client calls and client planning process
3. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention
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
2. Strong analytical skills and attention to detail
3. Strong communication and interpersonal skills
4. High level of adaptability and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. 1+ year(s) of related financial work experience
1. 1+ year(s) of related financial work experience
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