Treasury Solutions Sales Performance Analyst

4 days ago

San Antonio, Texas, United States Truist Full time

About the Role:

We are seeking a highly skilled Treasury Solutions Sales Performance Analyst to join our team at Truist. As a key member of our sales team, you will be responsible for providing support for Treasury Solutions sales performance, strategy, execution, operating, and risk functions.

Key Responsibilities:

  • Work closely with Treasury Solutions teammates and Line of Business partners to provide analytics, presentation preparation, and other support.
  • Complete analysis and create excel-based tools to support teams overall goals and priorities. Require knowledge of excel including ability to efficiently use features such as vlookup, index, match, and pivot tables with oversight from more experienced Analysts and Associates.
  • Complete financial modeling and working capital analysis for clients and prospects. Knowledge of excel adequate to prepare review and audit basic financial models, understanding of accounting basics and ability to analyze financial statements with oversight from more experienced Analysts and Associates.
  • Assist with business development by conducting industry-specific and market research along with prospecting for current markets and portfolios.
  • Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, and other various sales support tools with oversight from more experienced Analysts and Associates.
  • Attend and actively participate in client calls and client planning process.

Requirements:

  • 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.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

  • 1+ year(s) of related financial work experience.

About Truist:

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.

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