Treasury Sales & Strategy Analyst

Truist; Woodbridge Township (NJ); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation & sick days

Job summary

Truist Financial Corporation is seeking a Sales Analyst to support Wholesale Payments sales strategy, execution, risk, and performance initiatives. You will collaborate across teams to drive portfolio planning and client engagement.

The role emphasizes preparing advisory materials, leading pre-call planning, documenting calls in Salesforce, and assisting with pricing, RFPs, and onboarding. Strong communication and analytical skills are essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years of Wholesale Payments experience.
• 3–5 years of Financial Services experience.
• Strong analytical, communication and interpersonal skills.
• Able to multitask, adapt and stay detail oriented.
• Proficiency with basic computer applications (MS Office).

Responsibilities

• Support Wholesale Payments sales strategy, execution and performance goals.
• Collaborate with relationship teams to plan and execute portfolio strategy.
• Prepare advisory materials: Discovery, Pitch, Demos, ROI analyses.
• Log detailed call reports and maintain Salesforce data integrity.
• Assist in pricing, RFPs, demos, and client onboarding.
• Mentor teammates and participate in multiple workstreams.

Skills

Analytical skills

Communication

Multitasking

Adaptability

Attention to detail

Education

Bachelor's degree

Equivalent work experience

Tools

MS Office

Job description

Truist Financial Corporation is seeking a Sales Analyst to support Wholesale Payments sales strategy, execution, risk, and performance initiatives. You will collaborate across teams to drive portfolio planning and client engagement.

The role emphasizes preparing advisory materials, leading pre-call planning, documenting calls in Salesforce, and assisting with pricing, RFPs, and onboarding. Strong communication and analytical skills are essential.