Treasury Sales & Strategy Analyst

Kappaalphapsi1911; Tampa (FL); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

medical

dental

vision

life insurance

disability

401k plan

paid time off

Job summary

Truist Financial Corporation in Tampa, FL is seeking a Sales Analyst for Wholesale Payments to support strategy, execution, and performance initiatives. The role emphasizes client-focused collaboration, ethical conduct, and enterprise partnerships.

Responsibilities include portfolio planning, pre-call planning, client meetings, advisory materials, post-call debriefs, and Salesforce data integrity. Travel may be required up to 25% and a base salary of $75,000–$85,000 is provided.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1–3 years Wholesale Payments experience.
• 3–5 years Financial Services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High 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 autonomy.

Responsibilities

• Demonstrate and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors.
• 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 strategy, execution, and performance goals.
• Define and execute on a personal and career development plan.
• Mentor peers and new teammates.
• Participate in various workstreams across Wholesale Payments.
• Execute on Strategy, Sales, and Operational Responsibilities for Treasury, Commercial Card, and Merchant: develop, maintain and execute on strategic portfolio planning, schedule pre-call plans, participate in/lead pre-call meetings, take notes, prepare advisory materials, schedule post-call debriefs, and maintain Salesforce data integrity.
• Support pricing, proposals, demos, RFPs, and onboarding to assist sales and client onboarding.

Skills

Wholesale Payments experience

Analytical skills

Communication skills

Adaptability

Multi-tasking

Team collaboration

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office

Job description

Truist Financial Corporation in Tampa, FL is seeking a Sales Analyst for Wholesale Payments to support strategy, execution, and performance initiatives. The role emphasizes client-focused collaboration, ethical conduct, and enterprise partnerships.

Responsibilities include portfolio planning, pre-call planning, client meetings, advisory materials, post-call debriefs, and Salesforce data integrity. Travel may be required up to 25% and a base salary of $75,000–$85,000 is provided.