Treasury Sales Analyst

Truist Financial
Philadelphia
Workplace: RemoteFull timeUSD 75,000 - 100,000 annuallyFunction: Finance & AccountingExperience: 1-5 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Analytical skills","Attention to detail","Adaptability"]

Support Wholesale Payments Sales strategy and execution by partnering across relationship teams and the enterprise to drive portfolio planning, pre-/post-call preparation, and client meeting execution. Create advisory calling materials including financial modeling and ROI analyses, manage client onboarding, and support pricing/proforma development, RFP submissions, and demos. Maintain Salesforce data integrity and contribute across workstreams with strong communication and analytical focus.

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Truist Financial
Truist Financial
1 hour 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 2 weeks ago

Job Summary

Support Wholesale Payments Sales strategy and execution by partnering across relationship teams and the enterprise to drive portfolio planning, pre-/post-call preparation, and client meeting execution. Create advisory calling materials including financial modeling and ROI analyses, manage client onboarding, and support pricing/proforma development, RFP submissions, and demos. Maintain Salesforce data integrity and contribute across workstreams with strong communication and analytical focus.
Location: Philadelphia
Workplace: Remote
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support Wholesale Payments Sales strategy, execution, risk, and performance functions.
  • •Develop and execute strategic portfolio planning with the relationship team.
  • •Lead or participate in client/prospect pre-call planning, client call execution, and post-call debriefs.
  • •Prepare advisory calling materials and support pitch, negotiation, and close (including pricing proformas, product/working capital analyses, and demos).
  • •Maintain Salesforce data integrity, support client onboarding, and mentor peers/new teammates.
Travel: Low travel

Pay and Benefits

Salary: USD 75,000 - 100,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid HolidaysPensionEquity

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •1 to 3 years of Wholesale Payments experience.
  • •3 to 5 years of Financial Services experience.
  • •Strong analytical skills with attention to detail.
  • •Strong communication and interpersonal skills; adaptable and able to prioritize.
Experience:1-5 yearsWholesale PaymentsFinancial Services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsAnalytical skillsAttention to detailAdaptability
Languages:English
Tech Stack:SalesforceMicrosoft Software Products

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