Treasury & Wholesale Payments Sales Analyst

Truist; United States; Remote; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking a Sales Analyst for Wholesale Payments in the United States. You will support strategy, execution, risk, and performance, partnering with relationship teams to develop portfolios, plan calls, and create advisory materials. You will log calls in Salesforce, assist in pricing, RFPs, demos, and ensure smooth onboarding.

Emphasis on collaboration and autonomy. The role requires 1–3 years in Wholesale Payments and 3–5 years in financial services, with strong analytical and

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
• Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
• Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
• Able to function effectively in role with less direction and more autonomy than Junior Analysts

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: a. In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning. b. Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting. c. Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting. d. Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews. e. Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities. f. Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintai
• 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

Adaptability

Multi-tasking

Prioritization

Microsoft Office

Team collaboration

Education

Bachelor’s Degree or equivalent work experience

Tools

Salesforce

Job description

Truist is seeking a Sales Analyst for Wholesale Payments in the United States. You will support strategy, execution, risk, and performance, partnering with relationship teams to develop portfolios, plan calls, and create advisory materials. You will log calls in Salesforce, assist in pricing, RFPs, demos, and ensure smooth onboarding.

Emphasis on collaboration and autonomy. The role requires 1–3 years in Wholesale Payments and 3–5 years in financial services, with strong analytical and