Treasury Sales Analyst – Lead

Truist

. Responsible for the management of the Wholesale Payments Sales Analysts (WPSA’s) .

Posted 4/29/2026full-timeAtlanta • Florida, Texas • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Responsible for the management of the Wholesale Payments Sales Analysts (WPSA’s)
Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
Business development and retention, talent management, risk management and compliance
Ensure strategic sales objectives are met, revenue and profit goals are achieved
Selection, training, development, and evaluation of the analysts supervised
Establish and maintain strong working relationships with all business partners
Model and lead a team demonstrating Truist Purpose, Mission, and Values
Develop, maintain and execute on strategic portfolio planning in partnership with the relationship team
Execute on the art of the call as the notetaker, active listener, closer and/or leader during meetings
Prepare advisory calling materials and support the sales process by creating pricing proformas
Represent the Wholesale Payments sales organization internally and externally

Requirements

What you’ll need

Bachelor’s Degree or an equivalent combination of education and related work experience
Five years of sales experience of financial or wholesale payments services
Three years of management experience in sales or sales support
Maintains deep understanding of Working Capital Analysis knowledge and solutions
Proven track record of individual top sales performance and team sales/support performance
Strong analytical skills and attention to detail
Strong presentation, communication and interpersonal skills
High level of adaptability and flexibility
Ability to multi-task and prioritize
Ability to balance short-term deliverables against long-term projects
Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
Proven ability to work well in fast-paced, team-oriented environment and ability to adapt
Able to function effectively in role with less direction and more autonomy than Junior Leaders
Strong client-facing skills

Benefits

Comp & perks

medical, dental, vision, life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation
10 sick days
paid holidays
defined benefit pension plan
restricted stock units
deferred compensation plan

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Working Capital Analysissales performanceportfolio planningpricing proformas

Soft Skills

analytical skillsattention to detailpresentation skillscommunication skillsinterpersonal skillsadaptabilityflexibilitymulti-taskingprioritizationclient-facing skills

Certifications

Bachelor’s Degree