Treasury Sales & Strategy Analyst

Truist; Town of Charlotte (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist in the United States seeks a Sales Analyst for Wholesale Payments to support strategy, execution, risk and performance across Treasury, Commercial Card, and Merchant programs.

You will partner with relationship teams to plan portfolios, prepare pre‑call materials, take notes in client meetings, and maintain Salesforce data integrity while assisting onboarding. Requires a Bachelor's degree and 1–3 years in Wholesale Payments with strong analytical and communication skills.

Qualifications

• 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.
• Proven ability to work well in a fast‑paced, team‑oriented environment.

Responsibilities

• Demonstrate Truist values and client-first focus in daily work.
• Develop, maintain and execute strategic portfolio planning with relationship teams.
• Prepare pre‑call planning materials and participate in planning meetings.
• Act as notetaker and active listener during client/prospect meetings.
• Create advisory materials: Discovery, Pitch, Demos, ROI analyses, Business Reviews.
• Maintain Salesforce data integrity and support onboarding efforts.

Skills

Analytical skills

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Attention to detail

Education

Bachelor’s Degree or equivalent work experience

Job description

Truist in the United States seeks a Sales Analyst for Wholesale Payments to support strategy, execution, risk and performance across Treasury, Commercial Card, and Merchant programs.

You will partner with relationship teams to plan portfolios, prepare pre‑call materials, take notes in client meetings, and maintain Salesforce data integrity while assisting onboarding. Requires a Bachelor's degree and 1–3 years in Wholesale Payments with strong analytical and communication skills.