Treasury Sales Analyst: Strategic Payments & Growth

Truist; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Truist in Charlotte, NC, seeks a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. You will partner with relationship teams to develop portfolio plans and prepare pre-call materials for client meetings.

This role emphasizes analytical rigor, effective communication, and the ability to manage multiple priorities while supporting pricing, demos, onboarding, and product knowledge.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of financial services experience.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Ability to adapt and stay flexible.
• Ability to multi-task and balance priorities.
• Proficiency with Microsoft Office applications.

Responsibilities

• Provide support for Wholesale Payments strategy, execution, risk, and performance functions.
• Develop, maintain and execute strategic portfolio planning in partnership with the relationship team.
• Prepare pre-call planning materials and participate in planning meetings.
• Act as notetaker/leader during client/prospect meetings and refine advisory materials.
• Log detailed call reports in Salesforce and maintain accurate sales pipelines.
• Assist with pricing proformas, RFP submissions, demos, and product knowledge.
• Support a smooth client onboarding journey and ongoing development.

Skills

Analytical skills

Communication

Adaptability

Multi-tasking

Prioritization

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Truist in Charlotte, NC, seeks a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. You will partner with relationship teams to develop portfolio plans and prepare pre-call materials for client meetings.

This role emphasizes analytical rigor, effective communication, and the ability to manage multiple priorities while supporting pricing, demos, onboarding, and product knowledge.