Treasury Sales Analyst

Truist; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Truist in Charlotte, NC, seeks a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. You will partner with relationship teams to develop portfolio plans and prepare pre-call materials for client meetings.

This role emphasizes analytical rigor, effective communication, and the ability to manage multiple priorities while supporting pricing, demos, onboarding, and product knowledge.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of financial services experience.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Ability to adapt and stay flexible.
• Ability to multi-task and balance priorities.
• Proficiency with Microsoft Office applications.

Responsibilities

• Provide support for Wholesale Payments strategy, execution, risk, and performance functions.
• Develop, maintain and execute strategic portfolio planning in partnership with the relationship team.
• Prepare pre-call planning materials and participate in planning meetings.
• Act as notetaker/leader during client/prospect meetings and refine advisory materials.
• Log detailed call reports in Salesforce and maintain accurate sales pipelines.
• Assist with pricing proformas, RFP submissions, demos, and product knowledge.
• Support a smooth client onboarding journey and ongoing development.

Skills

Analytical skills

Communication

Adaptability

Multi-tasking

Prioritization

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Please review the following job description

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

Essential Duties And Responsibilities

• 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.
• Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
• 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.
• Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant:
• In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
• Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
• Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
• Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
• Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
• Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
• 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.
• Support an accurate, smooth, and expedient client onboarding journey.
• Define and execute on a personal and career development plan.

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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

Preferred Qualifications

• 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.

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