Truist ยท 3 weeks ago
Truist Asset Finance Sales Support Leader
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTruist is a financial services company seeking an Asset Finance Sales Support Leader to implement sales processes and support Bankers in executing strategies. The role involves driving sales performance, managing client planning processes, and ensuring effective communication within the division.
BankingFinanceFinancial Services
Responsibilities
Partner with Division Leader to drive division sales performance
Review and report sales activities with sales leaders (production, pipeline, partnerships, calling, etc.)
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 Wholesale and TAF strategy, disseminate communications on change management or special projects
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
Qualification
Required
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, in relating to internal and external clients and contacts
Very good organizational skills Possess working product knowledge of commercial and general bank services
Strong interpersonal, diplomacy and sales support skills
Possess math aptitude with ability to grasp general accounting and financial concepts
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
Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Preferred
Ten years of experience in Commercial Real Estate loan area or similar environment where loan documentation and/or credit transactions are handled
Proficient knowledge of Excel program and analytics
Working knowledge of Salesforce
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase