Treasury Sales Analyst

Gamma Phi Omega International; Atlanta, Northern (GA, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in the United States seeks a Sales Analyst to support the Wholesale Payments sales strategy, execution, risk, and performance. You will partner with relationship teams to plan portfolios, prepare pre-call materials, participate in client meetings as notetaker, and develop advisory content including discovery, demos, ROI analyses, and business reviews.

The role requires a Bachelor’s degree or equivalent, 1–3 years in financial services, strong analytical and

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 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.
• Ability to balance short- and long-term projects.
• Proficiency in Microsoft Office applications.

Responsibilities

• Support Wholesale Payments sales strategy, execution, risk, and performance functions.
• Develop strategic portfolio planning in partnership with the relationship team.
• Prepare pre-call planning materials and participate in planning meetings.
• Act as notetaker and active listener during client meetings; assist in post-call follow-ups.
• Prepare advisory materials: discovery, pitches, demos, ROI analyses, and business reviews.
• Maintain Salesforce data integrity and accurate sales pipelines.
• Support pricing, proposals, demos, and onboarding processes.

Skills

Bachelor’s Degree or equivalent work

Financial Services experience

Analytical skills

Communication skills

Adaptability and flexibility

Multi-tasking and prioritization

Balance short- and long-term projects

Microsoft Office proficiency

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office Suite

Job description

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Please review the following job description:

Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 1. Demonstrate and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long‑term value for stakeholders.
• 2. Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
• 3. Proactively develop and maintain strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support the strategy, execution, and performance goals of the Wholesale Payments business.
• 4. Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant:
  • a. In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
  • b. Schedule the pre‑call plans with the relationship team, prepare pre‑call planning materials and participate in/lead the pre‑call planning meeting.
  • c. Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
  • d. Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
  • e. Schedule the post‑call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post‑call responsibilities.
  • f. Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
  • g. Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings.
  • h. Support an accurate, smooth, and expedient client onboarding journey.
• 5. Define and execute on a personal and career development plan.

Required Qualifications:

• 1. Bachelor’s Degree or equivalent work experience
• 2. One to three year(s) of Financial Services experience
• 3. Strong analytical skills and attention to detail
• 4. Strong communication and interpersonal skills
• 5. High level of adaptability and flexibility
• 6. Ability to multi‑task and prioritize
• 7. Ability to balance short‑term deliverables against long‑term projects
• 8. Demonstrate proficiency in basic computer applications, such as Microsoft Software Products

Preferred Qualifications:

• 9. Up to 25% travel may be required

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.