Treasury Sales Analyst

Kappaalphapsi1911; Charlotte, Northern (NC, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Truist in Charlotte, NC seeks a Sales Analyst to support Wholesale Payments strategy, execution, and performance. You will collaborate with relationship teams, prepare materials, document client interactions, and help close opportunities through pricing, demos, and onboarding.

The role emphasizes analytical thinking, communication, and multi-tasking in a fast-paced financial services environment.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1-3 years of Financial Services experience.
• Strong analytical and detail-oriented mindset.
• Excellent communication and interpersonal abilities.
• Able to adapt, multi-task and prioritize effectively.
• Proficient with basic computer applications (Microsoft Office).

Responsibilities

• Support Wholesale Payments Sales strategy, execution, risk and performance goals.
• Partner with relationship teams to plan and execute portfolios.
• Prepare pre-call materials and participate in planning meetings.
• Act as notetaker and contributor during client/prospect meetings.
• Create advisory materials: Discovery, Pitches, Demos, ROI analyses, Business Reviews.
• Log calls in Salesforce and maintain client data and pipelines.
• Assist in pricing proformas, RFPs, demos, and onboarding journeys.
• Support post-call debriefs and follow-up responsibilities.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Microsoft Office

Education

Bachelor’s Degree or equivalent

Financial Services experience (1-3 years)

Job description

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.

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

1. Up to 25% travel may be required

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.

EEO is the Law E-Verify IER Right to Work

Regular or Temporary: Regular

Language Fluency: English (Required)

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