Truist Asset Finance Sales Support Leader

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.

Sales & Revenue Performance
1. Partner with Division Leader to drive division sales performance
2. Review and report sales activities with sales leaders (production, pipeline, partnerships, calling, etc.)
3. Organize and support Client Planning process
4. Drive Banker tool adoption
5. Oversee Client Assignment migration input
6. Salesforce Champion: usage and data accuracy
7. Review reporting & dashboard data needs for driving sales progress

Sales Strategy Execution
1. Partner closely with Business Management teams and sales leaders to support Wholesale and TAF strategy, disseminate communications on change management or special projects
2. Monitor sales meeting cadences and agenda to ensure adherence
3. Voice of the Client results & alert responses
4. Support client planning and signature events effectiveness
5. Other duties as assigned by Division Leader

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 equivalent education and related training
2. Eight years of experience in Client Specialist role or equivalent job experience
3. Five years of supervisory or leadership experience in the Financial Services Industry
4. Very good communication skills, both written and verbal, in relating to internal and external clients and contacts
5. Very good organizational skills Possess working product knowledge of commercial and general bank services
6. Strong interpersonal, diplomacy and sales support skills
7. Possess math aptitude with ability to grasp general accounting and financial concepts
8. Demonstrated ability to identify, analyze and resolve technical problems independently, related to the Bank’s loan and deposit systems as well as collateral and other documentation situations
9. Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
10. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
11. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Ten years of experience in Commercial Real Estate loan area or similar environment where loan documentation and/or credit transactions are handled
2. Proficient knowledge of Excel program and analytics
3. Working knowledge of Salesforce

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.