Strategic Treasury Sales Analyst | Salesforce & ROI Insights

Jobtailor; Washington (District of Columbia); On-site; USD 65,000 - 95,000; Full time

Job summary

Truist is seeking a Wholesale Payments Analyst in Washington, DC to support strategy, execution, risk, and performance initiatives. The role emphasizes portfolio planning with the relationship team and rigorous pre-call planning for client meetings.

The candidate will document notes, assist in advisory materials, and maintain Salesforce records while contributing to pricing, onboarding, and product demonstrations. Travel up to 25% may be required.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• One to three year(s) of Wholesale Payments experience.
• Three to five 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.
• English language fluency required.
• Up to 25% travel may be required.

Responsibilities

• Provide support for Wholesale Payments strategy, execution, risk, and performance functions.
• Develop, maintain, and execute strategic portfolio planning with the relationship team.
• Schedule and prepare pre-call planning materials and participate in or lead pre-call planning meetings.
• Act as notetaker, active listener, closer, and/or leader during client and prospect meetings.
• Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews.
• Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated responsibilities.
• Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines.
• Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card documents, RFP submissions, digital and product demos, and product expertise
• Support accurate, smooth, and expedient client onboarding
• Develop and execute a personal and career development plan
• Mentor peers and new teammates
• Participate in workstreams across Wholesale Payments
• Follow Truist Purpose, Mission, Values, Code of Ethics, and risk management policies

Skills

Analytical Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Adaptability

Multi-tasking

Team Collaboration

Education

Bachelor’s Degree

Tools

Salesforce

Microsoft Software Products

Job description

Truist is seeking a Wholesale Payments Analyst in Washington, DC to support strategy, execution, risk, and performance initiatives. The role emphasizes portfolio planning with the relationship team and rigorous pre-call planning for client meetings.

The candidate will document notes, assist in advisory materials, and maintain Salesforce records while contributing to pricing, onboarding, and product demonstrations. Travel up to 25% may be required.