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Wholesale - Payments Analysts Leader
Job in
Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listed on 2026-10-01
Listing for:
Truist
Full Time
position Listed on 2026-10-01
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
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Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:
Regular Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the overall management of the Wholesale Payments/Treasury Solutions Leaders and Analysts responsible for providing support for sales performance, strategy, execution, operating and risk functions. This leader will also be responsible for business development and retention, talent management, risk management and compliance to ensure strategic sales objectives are met, revenue and profit goals are achieved, and sales results are appropriately reported.
Responsible for the selection, training, development, and evaluation of the analysts supervised. Establish and maintain strong working relationships with all business partners.
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. 1.
Overall management and direction of Wholesale Payments/Treasury Solutions managers and analyst’s teammates in assigned line of business and coverage (Corporate and Investment Banking, Commercial Real Estate, Commercial Card Sales & Relationship Management, Corporate Liquidity Product Specialty and International Sales, Technical Product Consulting, Wealth Management. etc), including supporting vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact sales initiatives.
2.
Partner with Wholesale Payments/Treasury Solutions Sales leaders and Line of Business partners to provide analytic, presentation preparation and other support.
3.
Direct and coach the teams in consultative selling practices and portfolio analytics.
4.
Create and implement training program to ensure all analysts are trained in financial modeling and working capital analysis for clients and prospects, can complete analysis and create excel-based tools to support team's overall goals and priorities, can read and understand the basics of financial statements, assist with the development of market and industry research and complete client-based, product-based and other analysis including profitability, billing and other items requiring strong excel skills with limited direction and some oversight from more experienced Analysts and Associates.
5.
Develop, recruit and export top talent.
6.
Support and drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, Treasury sales partners, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others 7.
Represent Wholesale Payments/ Treasury Solutions sales organization both internally and externally, including internal meetings/discussions/client meetings/ industry presentations 8.
Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attentionQUALIFICATIONS
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 an equivalent combination of education and related work experience.
2. 10 years of demonstrated success in Wholesale Payments/Management/Sales Management or 15 years of experience in Treasury Management or related financial services management
3. 10 year’s experience in team selling with a deal team concept
4. 5 years of management or supervisory experience- leading a team of managers and individual contributors
5. Subject area experts in one (or more) specific skill sets (Healthcare, Energy,…
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