Treasury Sales & Strategy Analyst

Truist; Philadelphia (Philadelphia County); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid vacation

Job summary

Truist in Philadelphia, PA is seeking a Sales Analyst for Wholesale Payments who will support strategy, execution, risk, and performance functions. You will work with relationship teams to plan portfolios, prepare pre-call materials, and help manage client meetings.

The role emphasizes analytics, sales support, and onboarding efficiency, with opportunities for advanced financial modeling and ROI analyses. Regular travel up to 25% may be required; base salary ranges from $75,000 to $85,000 plus

Qualifications

• Bachelor’s Degree or equivalent work experience.
• One to three year(s) 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 Software Products.

Responsibilities

• Support Wholesale Payments Sales strategy, execution, risk, and performance functions.
• Develop, maintain and execute on strategic portfolio planning with the relationship team.
• Prepare pre-call planning materials and participate in/lead pre-call planning meetings.
• Serve as notetaker and active listener during client/prospect meetings and support closing.
• Create advisory materials including Discovery, Pitch, Demos, ROI analyses, and Business Reviews.
• Log calls, maintain Salesforce data integrity, and support sales pipelines.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Adaptability

Multitasking

Prioritization

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Job description

Truist in Philadelphia, PA is seeking a Sales Analyst for Wholesale Payments who will support strategy, execution, risk, and performance functions. You will work with relationship teams to plan portfolios, prepare pre-call materials, and help manage client meetings.

The role emphasizes analytics, sales support, and onboarding efficiency, with opportunities for advanced financial modeling and ROI analyses. Regular travel up to 25% may be required; base salary ranges from $75,000 to $85,000 plus