Treasury Sales Analyst

Truist Bank•Atlanta, GA

About The Position

Responsible for supporting Wholesale Payments sales strategy, execution, risk, and performance functions. The analyst supports strategic portfolio planning and client/prospect engagement for Treasury, Commercial Card, and Merchant services, working in partnership with relationship teams. The position contributes directly to key performance indicators and portfolio revenue growth, supports client onboarding, and may lead workstreams across Wholesale Payments and participate in Enterprise-wide initiatives. The role also calls for peer leadership and mentoring, and independent subject-matter expertise within the Wholesale Payments Sales Analyst organization.

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.
Adaptability and flexibility.
Ability to multitask and prioritize.
Ability to balance short-term deliverables with long-term projects.
Proficiency with basic computer applications, such as Microsoft software products.
Ability to work effectively in a fast-paced, team-oriented environment and adapt to change.
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.
Ability 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 and long-term stakeholder value.
Follow Truist’s Code of Ethics, risk management culture, policies, and procedures across Wholesale Payments and the Enterprise.
Build 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.
Schedule and prepare materials for pre-call planning, and participate in or lead pre-call meetings.
Support client and prospect meetings as a note-taker, active listener, closer, or meeting 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 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 demonstrating product knowledge.
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.
Participate in Enterprise-wide 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