Treasury Sales Analyst

Truist Financial
Atlanta
Workplace: OnsiteFull timeUSD 70,000 - 95,000 annuallyFunction: Finance & AccountingExperience: 1-5 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Analytical skills","Attention to detail","Adaptability"]

Support Wholesale Payments sales strategy and execution across Treasury, Commercial Card, and Merchant. Partner with relationship teams on strategic portfolio planning, lead pre-call planning, and participate in client/prospect meetings as notetaker, listener, and closer. Prepare advisory materials (working capital analyses, financial modeling, ROI, business reviews), manage post-call debriefs, and maintain Salesforce pipeline integrity. Help drive pitch, negotiation, onboarding, and continuous performance goals.

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FursaFursa
Truist Financial
Truist Financial
3 weeks ago

Treasury Sales Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support Wholesale Payments sales strategy and execution across Treasury, Commercial Card, and Merchant. Partner with relationship teams on strategic portfolio planning, lead pre-call planning, and participate in client/prospect meetings as notetaker, listener, and closer. Prepare advisory materials (working capital analyses, financial modeling, ROI, business reviews), manage post-call debriefs, and maintain Salesforce pipeline integrity. Help drive pitch, negotiation, onboarding, and continuous performance goals.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support Wholesale Payments sales strategy, execution, and performance across Treasury, Commercial Card, and Merchant.
  • •Partner with relationship teams to develop and execute strategic portfolio planning and manage pre-call planning.
  • •Participate in client/prospect meetings and prepare/adapt advisory materials including discovery, pitches, demos, working capital analyses, financial modeling, ROI analyses, and business reviews.
  • •Maintain Salesforce data integrity by logging call reports, updating client information, and managing sales pipelines.
  • •Support pitch, negotiation, close, client onboarding, and post-call debrief/delegated follow-ups; mentor peers and contribute to workstreams.
Travel: Medium travel

Pay and Benefits

Salary: USD 70,000 - 95,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent work experience
  • •1–3 years of Wholesale Payments experience
  • •3–5 years of Financial Services experience
  • •Strong analytical skills and attention to detail
  • •Strong communication and interpersonal skills
Experience:1-5 yearsWholesale paymentsFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsAnalytical skillsAttention to detailAdaptability
Languages:English
Tech Stack:SalesforceMicrosoft

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn