Wholesale Payments Sales Analyst

Truist; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation & holidays

Job summary

Truist is seeking a Sales Analyst to help support Wholesale Payments sales strategy, execution, risk, and performance. The role emphasizes client-focused collaboration and cross-team alignment.

You''ll partner with relationship teams to plan portfolios, prepare pre-call materials, and participate in client meetings as notetaker or leader. Strong analytical skills, communication, and proficiency with Salesforce are essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 1–3 years in financial services.
• Strong analytical and detail-oriented mindset.
• Excellent communication and interpersonal skills.

Responsibilities

• Support Wholesale Payments sales strategy, execution, risk, and performance.
• Develop strategic portfolio planning with relationship teams.
• Prepare pre-call materials and participate in meetings.
• Take notes during client meetings and summarize outcomes.
• Maintain Salesforce data integrity and update client information.

Skills

Analytical skills

Communication

Attention to detail

Multitasking

MS Excel

Salesforce

Education

Bachelor’s Degree or equivalent

Tools

Salesforce CRM

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Job Description

Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions.

Essential Duties And 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:
• In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning.
• Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting.
• Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting.
• Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
• Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities.
• Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines.
• Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings.
• Support an accurate, smooth, and expedient client onboarding journey.
• Define and execute on a personal and career development plan.

Required 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
• Demonstrate proficiency in basic computer applications, such as Microsoft Software Products

Preferred Qualifications

Up to 25% travel may be required

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Equal Opportunity & Diversity

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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