Treasury Sales Analyst - Wholesale Payments Growth

Truist; Raleigh (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation and holidays

Job summary

Truist Financial Corporation is seeking a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. You will partner with relationship teams to plan portfolios, prepare pre-call materials, and lead client meetings while maintaining Salesforce accuracy.

The role emphasizes building internal partnerships, delivering advisory materials, and contributing to onboarding and pricing processes. Regular travel may be required as part of Wholesale Payments workstreams.

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
• Proficiency in basic computer applications, such as Microsoft Office
• Proven ability to work well in fast-paced, team-oriented environment and ability to adapt

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.
• Execute on 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.
• Define and execute on a personal and career development plan.
• Mentor peers and new teammates.
• Participate in various workstreams across Wholesale Payments.

Skills

Analytical skills

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Attention to detail

Time management

Education

Bachelor’s Degree or equivalent work experience

Tools

Microsoft Office

Job description

Truist Financial Corporation is seeking a Sales Analyst to support Wholesale Payments strategy, execution, risk, and performance. You will partner with relationship teams to plan portfolios, prepare pre-call materials, and lead client meetings while maintaining Salesforce accuracy.

The role emphasizes building internal partnerships, delivering advisory materials, and contributing to onboarding and pricing processes. Regular travel may be required as part of Wholesale Payments workstreams.