Truist
Wholesale Payments Regional Analyst Leader
Houston, TX
Sep 17, 2024
fulltime
Full Job Description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for the management of the Wholesale Payments/Treasury Solutions Analysts responsible for providing support for sales performance, strategy, execution, operating and risk functions. This leader will also be responsible for business development and retention, talent management, risk management and compliance to ensure strategic sales objectives are met, revenue and profit goals are achieved, and sales results are appropriately reported. Responsible for the selection, training, development, and evaluation of the analysts supervised. Establish and maintain strong working relationships with all business partners.

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. Manage a team of analysts in assigned line of business or geography. Support the vision and strategy by growing revenue, retaining clients and creation and implementation of high-impact sales initiatives.

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 analyst team in consultative selling practices and portfolio analytics.

4. Support and implement training program to ensure 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 within assigned team.

6. Support 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 as appropriate.
8. 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 or an equivalent combination of education and related work experience
2. 5 years of sales experience of financial or treasury products and/or services
3. 3 years of management experience in sales or sales support
4. Maintains deep understanding of bank's Working Capital solutions


Preferred Qualifications:
1. 7+ years of sales experience of financial or treasury products and/or services
2. CTP Designation Preferred
3. Maintains up to date knowledge of Treasury Trends & Best Practices
4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

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 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Law Pay Transparency Nondiscrimination Provision E-Verify

PDN-9d08199d-e932-430b-a6ee-6a821e8194be
Job Information
Job Category:
Accounting
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Wholesale Payments Regional Analyst Leader
Truist
Houston, TX
Sep 17, 2024
fulltime
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