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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Coordinate, manage, and maintain various initiatives in order to optimize the Sales organization's productivity. Provide direct analytical and investigation support to each Division Sales Manager. Recommend product and service enhancements to improve client satisfaction and sales potential. Evaluate and implement appropriate new sales techniques to increase the department's sales volume. Ensure projects are completed on time and within budget. Serve as the Voice of Sales to drive efficiencies and sales success through comprehensive planning, organizing, and distributing key milestones and deliverables affecting the Sales organization.
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.
Collaborate with Division Sales Managers and Account Managers to drive Sales initiatives by compiling and analyzing performance results, identifying areas of improvement, and developing solutions.
Leverage numerous business intelligence tools to design benchmarking presentations detailing each division's key performance indicators.
Develop and report monthly client Sales scorecards.
Leverage Informa Financial Intelligence surveys to evaluate client, market, product and business opportunities.
Identify key client-level risk indicators and present actionable recommendations to management.
Generate and enhance daily client-level key performance indicator dashboards.
Analyze underperformances and advise management of performance enhancement resolutions.
Standardize timely communication and planning efforts to key stakeholders.
Build and maintain effective relationships across the business to understand the business and the primary drivers, goals, and the needs of teammates.
Consolidate and analyze competitive intelligence from sources and report findings to management.
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.
Bachelor's degree in accounting or finance, or related training
7+ years of relevant large/regional bank or mortgage banking experience
2+ years of Sales relationship or management experience
5+ years of data mining and analytical reporting
Strong problem solving and analytical skills; exceptional attention to detail
Capable of building strong relationships with stakeholders across a matrix environment for proper alignment of resources and priorities to ensure initiatives are well executed
Advanced knowledge of spreadsheet, word processing and database applications
Strong organizational skills as well as ability to adapt to quickly changing priorities and assignments
Excellent presentation, written and oral communication skills
Ability to conduct effective and thorough market analysis
Strong ability to build compelling presentations through analytics and trending analysis
Preferred Qualifications:
Master's degree in Business Administration, Finance, Accounting, or related field
Proficiency of analysis tools such as SQL, SAS or equivalent business intelligence tools
Project Management Professional certification
Advanced computer skills (Data Base Management, Visual Basic Programming, Financial modeling)
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
? Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
? Standing (if checked, indicate frequency)
Occasionally (
? Walking (if checked, indicate frequency)
Occasionally (
? Bending (if checked, indicate frequency)
Occasionally (
? Lifting (if checked, indicate pounds)
Up to 25 lbs.
? Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
? Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
? Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
? Travel (Must select one)
Up to 25%
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
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
