Treasury Sales Analyst

Truist; Miami (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

AD&D

401(k)

Paid holidays

Vacation

Sick days

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist is seeking a Sales Analyst for Wholesale Payments in the United States. You will support strategy, execution, risk, and performance functions, partnering with relationship teams to drive portfolio planning and client engagement.

In this role you will prepare advisory materials, participate in pre-call and post-call activities, maintain Salesforce data, and assist in pricing, demos, and onboarding. A bachelor’s degree and 1–3 years in wholesale payments are preferred.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1–3 years of Wholesale Payments experience preferred.
• 3–5 years of Financial Services experience recommended.
• Strong analytical, communication, and interpersonal skills.
• Ability to multitask and prioritize in a fast-paced environment.

Responsibilities

• Support Wholesale Payments sales strategy, execution, and performance.
• Develop, maintain and execute on strategic portfolio planning with the relationship team.
• Prepare pre-call materials and participate in planning meetings.
• Act as notetaker/leader during client meetings and support advisory materials.
• Maintain Salesforce data integrity and accurate client information.
• Assist in pricing, demos, RFPs, and onboarding processes.
• Mentor peers and contribute to multiple workstreams.

Skills

Analytical skills

Communication

Interpersonal skills

Multitasking

Attention to detail

Adaptability

Teamwork

Salesforce

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Salesforce

Job description

Need Help? 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).

Regular or Temporary: 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

• 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.

Required 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
• 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

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

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• a 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• a deferred compensation plan

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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