Treasury & Payments Sales Analyst: Drive Client Impact

Truist Wealth; Oak Ridge (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Public holidays

Job summary

Truist Wealth is seeking a Sales Analyst to support the Wholesale Payments Sales strategy, execution, risk, and performance functions. The role partners with relationship teams to develop strategic portfolio planning and executes on call planning and client meetings.

The position requires a Bachelor’s degree or equivalent, 1–3 years in Wholesale Payments, and 3–5 years in financial services, with strong analytical and communication skills. Travel up to 25% may be needed.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years Wholesale Payments experience.
• 3–5 years Financial Services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to multitask and prioritize.
• Adaptable with ability to work with less direction.

Responsibilities

• Support the Wholesale Payments Sales strategy, execution, risk, and performance functions.
• Develop, maintain and execute strategic portfolio planning with the relationship team.
• Prepare pre-call plans, materials, and participate in planning meetings.
• Act as notetaker/closer/leader during client/prospect meetings.
• Create advisory materials: discovery, ROI analyses, business reviews.
• Maintain Salesforce data integrity and accurate pipelines.

Skills

Analytical skills

Communication skills

Interpersonal skills

Time management

Microsoft Office

Team collaboration

Adaptability

Multi-tasking

Attention to detail

Autonomous work

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Sales Analyst to support the Wholesale Payments Sales strategy, execution, risk, and performance functions. The role partners with relationship teams to develop strategic portfolio planning and executes on call planning and client meetings.

The position requires a Bachelor’s degree or equivalent, 1–3 years in Wholesale Payments, and 3–5 years in financial services, with strong analytical and communication skills. Travel up to 25% may be needed.