Strategic Treasury Sales Analyst

Truist; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

401(k) plan

Vacation 10 days

Job summary

Truist in Atlanta seeks a Sales Analyst for Wholesale Payments to support strategy, execution, and performance. You will partner with relationship teams to drive portfolio planning and execute pre-call strategies, while ensuring high-quality advisory materials and accurate Salesforce reporting.

The role emphasizes cross-functional collaboration, proactive data analysis, and active participation in client discussions, with opportunities for mentorship and professional growth within Wholesale

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of Wholesale Payments experience.
• 3–5 years of Financial Services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High level of adaptability and flexibility.
• Ability to multi-task and prioritize.
• Ability to balance short-term deliverables against long-term projects.
• Proficiency in basic computer applications, such as Microsoft Office.
• Proven ability to work well in a fast-paced, team-oriented environment.
• Ability to function with less direction and more autonomy than Junior Analysts.

Responsibilities

• Demonstrate and act in accordance with Truist Purpose, Mission, and Values focused on client first and one team behaviors.
• Act in accordance with the Truist Code of Ethics, Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
• Proactively develop and maintain strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support strategy, execution and performance goals.
• Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant.
• In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
• Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
• Execute on the art of the call as the notetaker, active listener, closer and/or leader during client/prospect meetings.
• Prepare advisory calling materials including Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
• Schedule post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
• Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
• Support the pitch, negotiation and close stages by creating pricing proformas, disclosing pricing to clients, preparing documents, and understanding product offerings.
• Support a smooth onboarding journey for clients.
• Define and execute on personal and career development plans.
• Mentor peers and new teammates.
• Participate in various workstreams across Wholesale Payments.

Skills

Analytical thinking

Communication skills

Interpersonal skills

Adaptability

Prioritization

Sales support experience

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Job description

Truist in Atlanta seeks a Sales Analyst for Wholesale Payments to support strategy, execution, and performance. You will partner with relationship teams to drive portfolio planning and execute pre-call strategies, while ensuring high-quality advisory materials and accurate Salesforce reporting.

The role emphasizes cross-functional collaboration, proactive data analysis, and active participation in client discussions, with opportunities for mentorship and professional growth within Wholesale