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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail while effectively managing client relationships and executing strategic portfolio planning. Proficient in Salesforce for data integrity and experienced in financial modeling and advisory materials preparation.
Highest-signal resume keywords
Financial Services ExperienceSalesforce Data ManagementAnalytical SkillsCommunication SkillsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingROI AnalysisPortfolio PlanningSales Pipeline ManagementBasic Computer Applications
Soft Skills
Attention to DetailInterpersonal SkillsAdaptabilityMulti-taskingPrioritization
Tools & Technologies
Microsoft Software Products
Industry Keywords
Wholesale PaymentsRisk ManagementClient OnboardingPre-call PlanningNegotiation
About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- Act in accordance with Truist Purpose, Mission, Values, Code of Ethics, Risk Management Culture, Policies and Procedures
- Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise
- Develop, maintain, and execute strategic portfolio planning with the relationship team
- Schedule and prepare pre-call planning materials and participate in or lead pre-call planning meetings
- Serve as notetaker, active listener, closer, and/or leader during client and prospect meetings
- Prepare advisory calling materials, including discovery, pitch, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews
- Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated responsibilities
- Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines
- Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card document preparation, RFP submissions, digital and product demos, and product expertise
- Support an accurate, smooth, and expedient client onboarding journey
- Define and execute a personal and career development plan
Requirements
What you’ll need- Bachelor’s Degree or equivalent work experience
- One to three year(s) of Financial Services experience
- 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
- Proficiency in basic computer applications, such as Microsoft Software Products
- English language fluency required
- Up to 25% travel may be required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division