Treasury Sales Analyst

Truist•Tampa, FL

17h

About The Position

Responsible for supporting Wholesale Payments Sales strategy, execution, risk, and performance functions. The analyst supports sales and operational responsibilities across Treasury, Commercial Card, and Merchant, partnering with relationship teams to plan and manage client portfolios, prepare for and participate in client meetings, and complete follow-up activities. The role contributes to sales through advisory materials, pricing, negotiations, proposals, demonstrations, and client onboarding, and independently calls on a portfolio to support key performance indicators and revenue growth. The analyst also leads and participates in workstreams across Wholesale Payments and the enterprise, serves as a peer leader and mentor, and maintains a personal and career development plan.

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 needs.
Ability to function independently and serve as the 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% may be required.

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, 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 and prepare for pre-call planning meetings, and participate in or lead those 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, demonstrations, 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 accurate sales pipelines.
Support sales pitches, negotiations, and closings by preparing pricing pro formas, disclosing pricing, preparing commercial card documents, submitting RFPs, providing digital and product demonstrations, and understanding product offerings.
Support accurate, smooth, and timely 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 and 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 based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan