Treasury Sales Analyst

Truist; McLean (VA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Vacation and sick days

Job summary

Truist in McLean, Virginia is seeking a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance initiatives. You will partner with relationship teams to develop strategic portfolio plans, prepare pre-call materials, participate in client meetings, and document insights in Salesforce.

Responsibilities include pricing, RFPs, demos, onboarding, mentoring peers, and contributing to cross‑workstream projects.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• One to three year(s) of Wholesale Payments experience.
• Three to five years 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.
• Proficiency in basic computer applications, such as Microsoft Software Products.
• Proven ability to work well in fast-paced, team-oriented environment and ability to adapt.
• Able to function effectively in role with less direction and more autonomy than Junior Analysts.

Responsibilities

• Support Wholesale Payments Sales strategy, execution, risk, and performance.
• Develop, maintain and execute on strategic portfolio planning with relationship team.
• Schedule pre-call plans, prepare planning materials and participate in meetings.
• Lead client meetings as notetaker, listener, closer or leader.
• Prepare advisory materials: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
• Schedule post-call debriefs and provide summaries and feedback.
• Maintain Salesforce call reports and accurate client information.
• Support pricing, proposals, RFP submissions, demos, and product understanding.
• Assist onboarding journey for clients.
• Define and execute personal and career development plans.
• Mentor peers and new teammates.
• Participate in various workstreams across Wholesale Payments.

Skills

Wholesale Payments experience

Analytical skills

Communication skills

Multi-tasking

Adaptability

Microsoft Office

Team collaboration

Autonomy

Education

Bachelor’s Degree or equivalent

Tools

Salesforce

Job description

Regular

Language Fluency: English (Required)

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

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.

• 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.
• Mentor peers and new teammates.
• Participate in various workstreams across Wholesale Payments.

Qualifications

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 Wholesale Payments experience
• Three to five years 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
• Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
• Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
• Able to function effectively in role with less direction and more autonomy than Junior Analysts

Preferred Qualifications

• Up to 25% travel may be required

The annual base salary for this position is $70,000 - $95,000. Additional incentive pay is available for this position.

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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