Treasury Sales Analyst

Truist Financial; Orlando (FL); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick days

Paid holidays

Job summary

Truist Financial is seeking a Sales Analyst to support Wholesale Payments strategy, execution, and performance. You will partner with relationship teams and Enterprise to develop strategic portfolio planning, prepare planning materials, and participate in client meetings.

The role emphasizes data integrity in Salesforce, pricing support, demos, and smooth onboarding. A Bachelor's degree and several years in financial services are preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years of Wholesale Payments experience.
• 3–5 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.

Responsibilities

• Demonstrate Truist values and focus on client-first outcomes.
• Partner across Wholesale Payments and Enterprise to support strategy and performance.
• Develop and execute strategic portfolio planning with the relationship team.
• Prepare pre-call planning materials and lead client meetings.
• Create advisory materials: Discovery, Pitch, Demos, Financial Modeling, ROI analyses.
• Maintain Salesforce data integrity and accurate sales pipelines.
• Support pricing, RFP submissions, demos, and onboarding processes.

Skills

Analytical skills

Communication skills

Adaptability and multi-tasking

Team collaboration

Sales and client engagement

Education

Bachelor's degree or equivalent

Tools

Salesforce

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

QUALIFICATIONS

Required Qualifications:

• Bachelors 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

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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.