Treasury Sales Analyst
About The Position
Responsible for providing support for 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 portfolio planning and client preparation through sales execution, onboarding, and follow-up. The analyst is expected to demonstrate Truist’s Purpose, Mission, and Values and comply with its Code of Ethics, risk management culture, policies, and procedures. The position also involves ongoing career development, mentoring peers and new teammates, and participating in Wholesale Payments workstreams.
Requirements
- Bachelor’s degree or equivalent work experience.
- One to three years of Wholesale Payments experience.
- Three to five years of Financial Services experience.
- Strong analytical skills and attention to detail.
- Strong communication and interpersonal skills.
- High level of adaptability and flexibility.
- Ability to multitask and prioritize.
- Ability to balance short-term deliverables with long-term projects.
- Demonstrated proficiency in basic computer applications, such as Microsoft software products.
- Proven ability to work well in a fast-paced, team-oriented environment and adapt.
- Ability to function effectively with less direction and more autonomy than Junior Analysts.
Nice To Haves
- Willingness and ability to travel up to 25% may be required.
Responsibilities
- Act in accordance with Truist’s Purpose, Mission, and Values, and promote client-first and one-team behaviors.
- Follow the Truist Code of Ethics, Risk Management Culture, and applicable 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.
- Schedule pre-call planning sessions, prepare materials, and participate in or lead 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 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 pitch, negotiation, and close stages by creating pricing proformas, disclosing pricing to clients, preparing commercial card documents, submitting RFPs, conducting digital and product demos, and maintaining a deep understanding of product offerings.
- Support an accurate, smooth, and expedient client onboarding process.
- Define and execute a personal and career development plan.
- Mentor peers and new teammates.
- Participate in workstreams across Wholesale Payments.
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 a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
