Strategic Treasury Sales Analyst – Wholesale Payments

Truist Financial; Orlando (FL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick days

Paid holidays

Job summary

Truist Financial is seeking a Sales Analyst to support Wholesale Payments strategy, execution, and performance. You will partner with relationship teams and Enterprise to develop strategic portfolio planning, prepare planning materials, and participate in client meetings.

The role emphasizes data integrity in Salesforce, pricing support, demos, and smooth onboarding. A Bachelor's degree and several years in financial services are preferred.

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 adaptability and flexibility.
• Ability to multi-task and prioritize.

Responsibilities

• Demonstrate Truist values and focus on client-first outcomes.
• Partner across Wholesale Payments and Enterprise to support strategy and performance.
• Develop and execute strategic portfolio planning with the relationship team.
• Prepare pre-call planning materials and lead client meetings.
• Create advisory materials: Discovery, Pitch, Demos, Financial Modeling, ROI analyses.
• Maintain Salesforce data integrity and accurate sales pipelines.
• Support pricing, RFP submissions, demos, and onboarding processes.

Skills

Analytical skills

Communication skills

Adaptability and multi-tasking

Team collaboration

Sales and client engagement

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Truist Financial is seeking a Sales Analyst to support Wholesale Payments strategy, execution, and performance. You will partner with relationship teams and Enterprise to develop strategic portfolio planning, prepare planning materials, and participate in client meetings.

The role emphasizes data integrity in Salesforce, pricing support, demos, and smooth onboarding. A Bachelor's degree and several years in financial services are preferred.