Wholesale Payments Solutions Consultant

Truist • Atlanta, GA

1d

About The Position

Responsible for providing support for Treasury Solutions sales performance, strategy, execution, operating and risk functions.

Requirements

• Bachelor's degree
• Strong analytical skills and attention to detail
• Strong communication and interpersonal skills
• High level of adaptibility and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects
• 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
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Nice To Haves

• 2+ year(s) of related financial work experience

Responsibilities

• Operate as a resource for Sales Officers with assigned responsibility for specific subject matter needs that may encompass any range of solutions across the Cash Management/Treasury Management, Commercial Deposits, Retail Payments, International Services and Payroll Services business units.
• Work closely with Treasury Solutions teammates and Line of Business partners to provide analytic, presentation preparation and other support
• Participate in individual and joint sales calls with Treasury Management Sales Officers to identify needs and establish and demonstrate TRUIST’s value proposition as part of the sale and implementation of integrated payments solutions.
• Interact in the sales process to cover all steps of client or prospect qualification, situation analysis, solution presentation, issue resolution, close and implementation including: technical evaluation of client’s environment or situation, product demonstration, positioning of solutions against competitor offerings, resolution of technical objections, close of technical sale, implementation support and follow-up to ensure demonstration of value proposition conveyed during the sales process.
• 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
• Assist with business development by supporting new product development, existing product optimization, pricing and proposal efforts or other initiatives specific to their group. Contribute proactively as well as reactively
• Interact regularly with Product Management to identify and consult on product for feedback and product ideas.
• Conduct industry and market research to identify trends and support business development efforts.
• Gather information on competitors and summarize findings for the team.
• Assist with the preparation of proposals, RFP/RFI responses, and product materials.
• Prepare simple reports to track product usage, sales pipeline, and client feedback

Benefits

• 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 position.
• Truist 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.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level