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Truist

Treasury Sales Analyst

Truist

. Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions.

Posted 5/9/2026full-timeCharlotte • Florida, North Carolina, Tennessee • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions.
  • Demonstrate and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders.
  • Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise.
  • Proactively develop and maintain strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support the strategy, execution, and performance goals of the Wholesale Payments business.
  • Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant
  • Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews.
  • Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings.
  • Support an accurate, smooth, and expedient client onboarding journey.
  • Define and execute on a personal and career development plan.
  • Mentor peers and new teammates.

Requirements

What you’ll need
  • Bachelor’s Degree or equivalent work experience
  • One to three year(s) 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 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 Analysts

Benefits

Comp & perks
  • medical insurance
  • dental insurance
  • vision insurance
  • life insurance
  • disability insurance
  • accidental death and dismemberment insurance
  • tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial modelingROI analysisbusiness reviewspricing proformasRFP submissionsproduct demosdiscoverypitch
Soft Skills
analytical skillsattention to detailcommunication skillsinterpersonal skillsadaptabilityflexibilitymulti-taskingprioritizationmentoring
Certifications
Bachelor’s Degree