Responsible for providing support for Treasury Solutions sales performance, strategy, execution, operating and risk functions
Operate as a resource for Sales Officers with assigned responsibility for specific subject matter needs
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
Interact in the sales process to cover all steps of client or prospect qualification
Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking
Assist with business development by supporting new product development, existing product optimization, pricing and proposal efforts
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

Bachelor's degree
Strong analytical skills and attention to detail
Strong communication and interpersonal skills
High level of adaptability 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
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

Wholesale Payments Solutions Consultant

Key skills