Treasury Sales Analyst: Strategy, Demos & Wins

Gamma Phi Omega International; Richmond (VA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation in Richmond, VA is seeking a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance across Treasury, Commercial Card, and Merchant segments.

Key duties include coordinating with relationship teams, leading pre-call planning, preparing advisory materials, logging Salesforce data, and assisting in pricing, demos, and onboarding. Strong analytical, communication, and multitasking skills are essential.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Ability to adapt, multi-task, and prioritize in a fast-paced environment.
• Ability to work with limited direction and take initiative.

Responsibilities

• Demonstrate Truist values and support long-term stakeholder value.
• Develop and maintain partnerships to support strategy, execution, and performance goals.
• Execute sales strategy and operational responsibilities for Treasury, Commercial Card, and Merchant segments.
• Schedule and participate in pre-call planning; prepare materials for client meetings.
• Lead or contribute as notetaker during client meetings; support post-call debriefs.

Skills

Analytical skills

Communication

Interpersonal skills

Adaptability

Multi-tasking

Prioritization

Independent work

Education

Bachelor’s Degree or equivalent work experience

Tools

Microsoft Office

Job description

Truist Financial Corporation in Richmond, VA is seeking a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance across Treasury, Commercial Card, and Merchant segments.

Key duties include coordinating with relationship teams, leading pre-call planning, preparing advisory materials, logging Salesforce data, and assisting in pricing, demos, and onboarding. Strong analytical, communication, and multitasking skills are essential.