Strategic Wholesale Payments Sales Analyst

Truist; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation & holidays

Job summary

Truist is seeking a Sales Analyst to help support Wholesale Payments sales strategy, execution, risk, and performance. The role emphasizes client-focused collaboration and cross-team alignment.

You''ll partner with relationship teams to plan portfolios, prepare pre-call materials, and participate in client meetings as notetaker or leader. Strong analytical skills, communication, and proficiency with Salesforce are essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years in financial services.
• Strong analytical and detail-oriented mindset.
• Excellent communication and interpersonal skills.

Responsibilities

• Support Wholesale Payments sales strategy, execution, risk, and performance.
• Develop strategic portfolio planning with relationship teams.
• Prepare pre-call materials and participate in meetings.
• Take notes during client meetings and summarize outcomes.
• Maintain Salesforce data integrity and update client information.

Skills

Analytical skills

Communication

Attention to detail

Multitasking

MS Excel

Salesforce

Education

Bachelor’s Degree or equivalent

Tools

Salesforce CRM

Job description

Truist is seeking a Sales Analyst to help support Wholesale Payments sales strategy, execution, risk, and performance. The role emphasizes client-focused collaboration and cross-team alignment.

You''ll partner with relationship teams to plan portfolios, prepare pre-call materials, and participate in client meetings as notetaker or leader. Strong analytical skills, communication, and proficiency with Salesforce are essential.