Treasury Sales Analyst

Truist; Tampa (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401k with company match

Paid vacation and holidays

Sick days and personal time

Job summary

Truist is seeking an experienced Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. The role focuses on client engagement, portfolio planning, and collaborative execution with relationship teams and enterprise partners.

You will contribute to pricing, product demos, onboarding, and post‑call activities while maintaining Salesforce data integrity and driving revenue growth. Travel up to 50% may be required.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Three to five years of Wholesale Payments experience preferred.
• Five+ years in financial services with strong analytical abilities.
• Excellent communication and interpersonal skills.
• Ability to multi-task, adapt and prioritize in a fast-paced environment.
• Proficiency with Microsoft Office and related tools.

Responsibilities

• Support Wholesale Payments sales strategy, execution, risk, and performance functions.
• Develop partnerships across Wholesale Payments, the LOB, and Enterprise.
• Execute on sales planning, pre-call materials, and post-call debriefs.
• Maintain Salesforce data integrity and accurate client information.
• Assist in pricing, proposals, product demos, and onboarding processes.
• Lead workstreams across Wholesale Payments and participate in enterprise initiatives.

Skills

Strong analytical skills

Strong communication

Adaptability

Multi-tasking

Prioritization

Attention to detail

Client-facing skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Need Help?

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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.
• Pursue perfect execution of 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.
• Independently call on the portfolio and directly contribute to Key Performance Indicators and Portfolio Revenue Growth.
• Define and execute on a personal and career development plan.
• Serve as a peer leader and mentor.
• Lead various workstreams across Wholesale Payments.
• Participate in workstreams and initiatives across the Enterprise.

Qualifications

Required Qualifications

• Bachelor’s Degree or equivalent work experience
• Three to five years of Wholesale Payments experience
• Five or more 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
• Independently function in the role and serve as the subject matter expert for the WP Sales Analyst organization
• Client‑facing skills

Preferred Qualifications

• Certified Treasury Professional Designation
• Up to 50% 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. EEO is the Law E-Verify IER Right to Work