Treasury Sales Analyst
Treasury Sales Analyst
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
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.
1. Work closely with Treasury Solutions teammates and Line of Business partners to provide analytic presentation preparation and other support
2. Complete analysis and create excel-based tools to support teams overall goals and priorities. Knowledge of excel including ability to efficiently use features such as vlookup index match and pivot tables with limited direction and some oversight from more experienced Analysts and Associates
Sales Analysts
a) Completes 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 Associates
b) Assist with business development by conducting industry specific and market research along with prospecting for current markets and portfolios. Contribute proactively as well as reactively
c) Manage sales disciplines including pre-call planning pipeline review & management Salesforce opportunity inputs & tracking and other various sales support tools with some 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 leaderships 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. Bachelors 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. Proven ability to work well in fast-paced team-oriented environment and ability to adapt
6. Able to function effectively in role with less direction and more autonomy than junior Analysts
7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. 2 year(s) of related financial work experience
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
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.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
