Wholesale Payments Treasury Sales Analyst - Growth

Truist; Greensboro (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Truist is seeking a Sales Analyst within Wholesale Payments to support strategy, execution, risk, and performance functions for Treasury, Commercial Card, and Merchant services. You will work with relationship teams to plan portfolios, prepare pre-call materials, and participate in client meetings.

You will document calls in Salesforce, assist in pricing, RFPs, demos, and on-boarding, and help advance opportunities through the sales cycle.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• 1–3 years of financial services experience.
• Strong analytical skills and attention to detail.
• Strong communication and interpersonal skills.
• High adaptability and flexibility.
• Ability to multi-task and prioritize.
• Ability to balance short-term deliverables against long-term projects.
• Proficiency in basic computer applications, such as Microsoft Software Products.

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.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Adaptability

Multi-tasking

Prioritization

MS Office

Education

Bachelor’s Degree or equivalent

Tools

Salesforce

MS Office

Job description

Truist is seeking a Sales Analyst within Wholesale Payments to support strategy, execution, risk, and performance functions for Treasury, Commercial Card, and Merchant services. You will work with relationship teams to plan portfolios, prepare pre-call materials, and participate in client meetings.

You will document calls in Salesforce, assist in pricing, RFPs, demos, and on-boarding, and help advance opportunities through the sales cycle.