Strategic Treasury Sales Analyst, Wholesale Payments

Truist; Washington (District of Columbia); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Vacation & sick days

Job summary

Truist in Washington, DC is seeking a Sales Analyst for Wholesale Payments to support strategy, execution, risk, and performance across Treasury, Commercial Card, and Merchant.

You will develop strategic portfolio plans, prepare pre-call materials, and participate in client meetings, while maintaining Salesforce data integrity and contributing to onboarding and product demonstrations.

Qualifications

• Bachelor's Degree or equivalent work experience required.
• 1-3 years of Wholesale Payments experience.
• 3-5 years of Financial Services experience.
• Strong analytical, communication, and interpersonal skills.
• Able to adapt and multi-task in a fast-paced environment.
• Proficient with Microsoft software products.
• Autonomy with less direction than Junior Analysts.
• Travel up to 25% may be required.

Responsibilities

• Support Wholesale Payments strategy, execution, risk, and performance functions.
• Develop and maintain partnerships across Wholesale Payments and the Enterprise.
• Prepare pre-call planning materials and participate in client meetings.
• Lead post-call debriefs and maintain Salesforce call reports.
• Assist with pricing, proposals, demos, and RFP submissions.
• Support smooth client onboarding and product offerings.
• Mentor teammates and participate in multiple workstreams.

Skills

Analytical skills

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Prioritization

Detail-oriented

Team collaboration

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office

Job description

Truist in Washington, DC is seeking a Sales Analyst for Wholesale Payments to support strategy, execution, risk, and performance across Treasury, Commercial Card, and Merchant.

You will develop strategic portfolio plans, prepare pre-call materials, and participate in client meetings, while maintaining Salesforce data integrity and contributing to onboarding and product demonstrations.