Treasury Sales Analyst

Truist Bank•Charlotte, NC

16d

About The Position

The Treasury Sales Analyst provides support for Wholesale Payments sales strategy, execution, risk, and performance functions. The role partners across Wholesale Payments, the line of business, and the enterprise to advance business strategy and performance goals while following Truist’s purpose, mission, values, ethics, risk culture, policies, and procedures. The analyst works with relationship teams on strategic portfolio planning and client or prospect engagements, preparing pre-call plans and advisory materials, participating in meetings, and completing post-call follow-up. The role supports the sales process through pricing proformas, pricing disclosures, commercial card documentation, RFP submissions, demos, and product expertise, and helps ensure a smooth client onboarding experience. The analyst also independently calls on the portfolio and contributes to performance indicators and portfolio revenue growth. Additional responsibilities include career development, peer mentoring, and leading or participating in workstreams across Wholesale Payments and the enterprise.

Requirements

Bachelor’s degree or equivalent work experience.
Three to five years of Wholesale Payments experience.
Five or more years of Financial Services experience.
Strong analytical skills and attention to detail.
Strong communication and interpersonal skills.
High adaptability and flexibility.
Ability to multitask and prioritize.
Ability to balance short-term deliverables with long-term projects.
Proficiency in basic computer applications, such as Microsoft software products.
Ability to work effectively in a fast-paced, team-oriented environment and adapt to changing conditions.
Ability to function independently and serve as a subject matter expert for the Wholesale Payments Sales Analyst organization.
Client-facing skills.

Nice To Haves

Certified Treasury Professional designation.
Willingness to travel up to 50%.

Responsibilities

Demonstrate Truist’s purpose, mission, and values, with a focus on client-first and one-team behaviors.
Follow the Truist Code of Ethics, risk management culture, and applicable policies and procedures.
Develop and maintain partnerships across Wholesale Payments, the line of business, and the enterprise.
Partner with relationship teams to develop, maintain, and execute strategic portfolio plans.
Schedule, prepare for, and participate in or lead pre-call planning meetings.
Participate in client and prospect meetings as a note-taker, active listener, closer, or leader.
Prepare advisory calling materials, including discovery and pitch materials, demos, product information, working capital analyses, financial models, ROI analyses, and business reviews.
Schedule post-call debriefs, summarize notes and observations, provide feedback, and complete delegated follow-up responsibilities.
Maintain Salesforce data integrity by logging detailed call reports, updating client information, and maintaining sales pipelines.
Support sales pitches, negotiations, and closings by preparing pricing proformas, disclosing pricing, preparing commercial card documents, submitting RFPs, and delivering digital and product demos.
Support accurate, smooth, and expedient client onboarding.
Independently call on the portfolio and contribute directly to key performance indicators and portfolio revenue growth.
Define and execute a personal and career development plan.
Serve as a peer leader and mentor.
Lead workstreams across Wholesale Payments.
Participate in enterprise workstreams and initiatives.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division