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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 and Microsoft Software Products, with a focus on communication and interpersonal skills to support Wholesale Payments Sales strategy.
Highest-signal resume keywords
Financial Services ExperienceSalesforce Data IntegrityAnalytical SkillsCommunication SkillsClient Onboarding Support
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 AnalysesWorking Capital AnalysesSales Pipeline ManagementPortfolio Planning
Soft Skills
Attention to DetailAdaptabilityInterpersonal SkillsMulti-taskingPrioritization
Tools & Technologies
SalesforceMicrosoft Software Products
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Wholesale PaymentsRisk ManagementClient MeetingsNegotiationCommercial Card Documentation
About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- Demonstrate and act in accordance with Truist Purpose, Mission, Values, Code of Ethics, and risk management policies
- 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 lead or participate in pre-call planning meetings and prepare materials
- Serve as notetaker, active listener, closer, and/or leader during client and prospect meetings
- Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews
- Schedule post-call debriefs, provide notes and feedback, and execute delegated responsibilities
- Maintain Salesforce data integrity, including call reports, client information, and sales pipelines
- Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card documentation, RFP submissions, digital and product demos, and product knowledge
- Support accurate, smooth, and expedient client onboarding
- 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
- No less than 10 days of vacation during the first year of employment (prorated)
- 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)