Asset Finance Sales Support Leader
Truist
full-time
Posted on:
Location Type: Office
Location: Atlanta • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Responsible for implementing sales processes and performance accountability measures
- Partner with Division Leader to drive division sales performance
- Review and report sales activities with sales leaders
- Organize and support Client Planning process
- Drive Banker tool adoption
- Oversee Client Assignment migration input
- Salesforce Champion: usage and data accuracy
- Review reporting & dashboard data needs for driving sales progress
- Partner closely with Business Management teams and sales leaders to support strategy
- Monitor sales meeting cadences and agenda to ensure adherence
- Voice of the Client results & alert responses
- Support client planning and signature events effectiveness
- Other duties as assigned by Division Leader
Requirements
- Bachelor's degree or equivalent education and related training
- Eight years of experience in Client Specialist role or equivalent job experience
- Five years of supervisory or leadership experience in the Financial Services Industry
- Very good communication skills, both written and verbal
- Very good organizational skills
- Working product knowledge of commercial and general bank services
- Strong interpersonal, diplomacy and sales support skills
- Math aptitude with ability to grasp general accounting and financial concepts
- Demonstrated ability to identify, analyze and resolve technical problems independently
- Demonstrated ability to provide leadership and handle multiple priorities under time constraints
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
Benefits
- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Sales processesPerformance accountability measuresClient Planning processSalesforceData accuracyReportingDashboard dataMath aptitudeGeneral accountingFinancial concepts
Soft skills
Communication skillsOrganizational skillsInterpersonal skillsDiplomacySales support skillsLeadershipProblem-solvingAbility to handle multiple prioritiesTime management
Certifications
Bachelor's degree