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About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- Demonstrate and act in accordance with the 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 prepare pre-call plans and materials; 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, pitches, 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 follow-up 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 years 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
- 401(k) plan
- At least 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
- Reasonable accommodations for individuals with disabilities
- Up to 25% travel may be required