Wholesale Payments Sales Analyst — Growth & Strategy

Truist; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid holidays

Vacation days

Job summary

Truist is seeking a Sales Analyst to support Wholesale Payments Sales strategy, execution, risk, and performance. You will partner with the relationship team to plan portfolios, prepare pre-call materials, and lead client meetings as needed.

The role requires a Bachelor's degree or equivalent, 1–3 years in financial services, and strong analytical and communication skills. Some travel may be involved as part of client engagement.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Financial services experience a plus.
• Strong analytical and detail orientation.
• Excellent communication and interpersonal abilities.
• Flexible and adaptable to changing priorities.
• Capable of multi-tasking and prioritizing effectively.
• Proficient with common Microsoft software.

Responsibilities

• Support Wholesale Payments Sales strategy, execution, risk, and performance.
• Partner with relationship team to plan and execute strategic portfolio planning.
• Prepare pre-call materials and participate in meetings.
• Take notes and lead or co-lead client meetings as needed.
• Create advisory materials: discovery, demos, ROI, and analyses.
• Document call reports and maintain Salesforce data integrity.
• Assist in pricing proformas and RFP submissions, demos, and product knowledge.
• Help ensure a smooth client onboarding journey.
• Develop personal and career development plans.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Prioritization

Microsoft Office

Education

Bachelor's Degree or equivalent

Job description

Truist is seeking a Sales Analyst to support Wholesale Payments Sales strategy, execution, risk, and performance. You will partner with the relationship team to plan portfolios, prepare pre-call materials, and lead client meetings as needed.

The role requires a Bachelor's degree or equivalent, 1–3 years in financial services, and strong analytical and communication skills. Some travel may be involved as part of client engagement.