Treasury Sales Analyst — Strategy & Client Partnerships

Kappaalphapsi1911

Charlotte, Northern (NC, KY)

Hybrid

USD 60,000 - 85,000

Full time

4 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Truist in Charlotte, NC seeks a Sales Analyst to support Wholesale Payments strategy, execution, and performance. You will collaborate with relationship teams, prepare materials, document client interactions, and help close opportunities through pricing, demos, and onboarding.

The role emphasizes analytical thinking, communication, and multi-tasking in a fast-paced financial services environment.

Qualifications

Bachelor’s Degree or equivalent work experience.
1-3 years of Financial Services experience.
Strong analytical and detail-oriented mindset.
Excellent communication and interpersonal abilities.
Able to adapt, multi-task and prioritize effectively.
Proficient with basic computer applications (Microsoft Office).

Responsibilities

Support Wholesale Payments Sales strategy, execution, risk and performance goals.
Partner with relationship teams to plan and execute portfolios.
Prepare pre-call materials and participate in planning meetings.
Act as notetaker and contributor during client/prospect meetings.
Create advisory materials: Discovery, Pitches, Demos, ROI analyses, Business Reviews.
Log calls in Salesforce and maintain client data and pipelines.
Assist in pricing proformas, RFPs, demos, and onboarding journeys.
Support post-call debriefs and follow-up responsibilities.