Treasury Sales Analyst

Truist

Treasury Sales Analyst providing support for Wholesale Payments Sales strategy at Truist. Engaging with clients, preparing materials, and maintaining Salesforce data integrity.

Posted 7/20/2026full-timeNashville • Tennessee • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Wholesale Payments Sales strategy, execution, and client relationship management, with strong analytical skills and proficiency in financial modeling and sales pipeline management.

Highest-signal resume keywords

Financial Services ExperienceSalesforce ProficiencyAnalytical SkillsCommunication SkillsClient Onboarding Management

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial ModelingROI AnalysisSales Pipeline ManagementPortfolio PlanningPre-call Planning

Soft Skills

Attention to DetailAdaptabilityFlexibilityMulti-taskingInterpersonal Skills

Tools & Technologies

Microsoft Software Products

Industry Keywords

Wholesale PaymentsSales StrategyClient MeetingsNegotiationPerformance Functions

About the role

Key responsibilities & impact

Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise Level
Execute on strategic portfolio planning
Schedule pre-call plans and prepare pre-call planning materials
Participate in client/prospect meetings as notetaker, active listener, closer, or leader
Prepare advisory calling materials including Discovery, Pitch, Demos, Financial Modeling, ROI analyses
Log detailed call reports in Salesforce and maintain sales pipelines
Support pricing, negotiation, and closing stages of the sales process
Manage a smooth client onboarding journey

Requirements

What you’ll need

Bachelor’s Degree or equivalent work experience
One to three year(s) 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
Proficiency in basic computer applications, such as Microsoft Software Products

Benefits

Comp & perks

Medical, dental, vision, life insurance
Disability and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation in the first year
10 sick days
Paid holidays
Potential eligibility for pension plan, restricted stock units, and/or a deferred compensation plan