Treasury Sales Analyst

Truist Bank • Charlotte, NC

6d

About The Position

Responsible for supporting Wholesale Payments sales strategy, execution, risk, and performance functions. The role supports Treasury, Commercial Card, and Merchant sales activities in partnership with relationship teams, from strategic portfolio planning and client-call preparation through sales execution, onboarding, and follow-up. It also requires compliance with Truist’s Purpose, Mission, Values, Code of Ethics, risk culture, policies, and procedures, as well as maintaining a personal and career development plan.

Requirements

• Bachelor’s degree or equivalent work experience.
• One to three 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.
• English language fluency is required.

Nice To Haves

• Up to 25% travel may be required.

Responsibilities

• Demonstrate and act in accordance with Truist’s Purpose, Mission, and Values, emphasizing client-first and one-team behaviors and long-term stakeholder value.
• Follow Truist’s Code of Ethics, Risk Management Culture, policies, and procedures across Wholesale Payments and the Enterprise.
• Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise to support business strategy, execution, and performance goals.
• Partner with relationship teams to develop, maintain, and execute strategic portfolio plans for Treasury, Commercial Card, and Merchant.
• Schedule pre-call planning, prepare materials, and participate in or lead pre-call planning meetings.
• Support client and prospect meetings as a notetaker, active listener, closer, and/or meeting leader.
• Prepare advisory calling materials, including discovery and pitch materials, demos, product materials, working-capital analyses, financial models, ROI analyses, and business reviews.
• Schedule post-call debriefs, provide notes, observations, and 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 proformas, disclosing pricing to clients, preparing commercial card documents, submitting RFPs, conducting digital and product demos, and understanding product offerings.
• Support an accurate, smooth, and expedient client onboarding journey.
• Define and execute a personal and career development plan.

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
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level