Treasury Sales Analyst

Jobtailor; Washington (District of Columbia); On-site; USD 65,000 - 95,000; Full time

Job summary

Truist is seeking a Wholesale Payments Analyst in Washington, DC to support strategy, execution, risk, and performance initiatives. The role emphasizes portfolio planning with the relationship team and rigorous pre-call planning for client meetings.

The candidate will document notes, assist in advisory materials, and maintain Salesforce records while contributing to pricing, onboarding, and product demonstrations. Travel up to 25% may be 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.
• English language fluency required.
• Up to 25% travel may be required.

Responsibilities

• Provide support for Wholesale Payments strategy, execution, risk, and performance functions.
• Develop, maintain, and execute strategic portfolio planning with the relationship team.
• Schedule and prepare pre-call planning materials and participate in or lead pre-call planning meetings.
• Act as notetaker, active listener, closer, and/or leader during client and prospect meetings.
• Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews.
• Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated responsibilities.
• Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines.
• Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card documents, RFP submissions, digital and product demos, and product expertise
• Support accurate, smooth, and expedient client onboarding
• Develop and execute a personal and career development plan
• Mentor peers and new teammates
• Participate in workstreams across Wholesale Payments
• Follow Truist Purpose, Mission, Values, Code of Ethics, and risk management policies

Skills

Analytical Skills

Communication Skills

Interpersonal Skills

Attention to Detail

Adaptability

Multi-tasking

Team Collaboration

Education

Bachelor’s Degree

Tools

Salesforce

Microsoft Software Products

Job description

• Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
• Develop, maintain, and execute strategic portfolio planning with the relationship team
• Schedule and prepare pre-call planning materials and participate in or lead pre-call planning meetings
• Act as notetaker, active listener, closer, and/or leader during client and prospect meetings
• Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews
• Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated responsibilities
• Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines
• Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card documents, RFP submissions, digital and product demos, and product expertise
• Support accurate, smooth, and expedient client onboarding
• Develop and execute a personal and career development plan
• Mentor peers and new teammates
• Participate in workstreams across Wholesale Payments
• Follow Truist Purpose, Mission, Values, Code of Ethics, and risk management policies

Requirements

• 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 a fast-paced, team-oriented environment and adapt
• Able to function effectively with less direction and more autonomy than Junior Analysts
• English language fluency required
• Up to 25% travel may be required

Core Competencies

Demonstrates expertise in Wholesale Payments strategy, execution, and client relationship management, with strong analytical and communication skills. Proficient in Salesforce data management and financial analysis, while effectively mentoring peers and adapting to a fast-paced environment.

Highest-signal resume keywords

• Wholesale Payments Experience
• Financial Services Experience
• Salesforce Data Management
• Analytical Skills
• Communication Skills

Hard Skills

• Financial Modeling
• ROI Analysis
• Working Capital Analysis
• Microsoft Software Products
• Sales Pipeline Management

Soft Skills

• Interpersonal Skills
• Attention to Detail
• Adaptability
• Multi-tasking
• Team Collaboration

Certifications & Qualifications

• Bachelor’s Degree

Industry Keywords

• Client Onboarding
• Pre-call Planning
• Pitch Preparation
• Risk Management
• Commercial Card Documents