Treasury Sales Analyst

Truist Financial
Charlotte, Raleigh
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 3-5 yearsEducation: bachelorsSkills: ["Analytical skills","Communication","Interpersonal skills","Adaptability","Attention to detail"]

Support Wholesale Payments Treasury sales by partnering with relationship teams to plan portfolios, prepare for client calls, and execute sales and operational responsibilities for Treasury, Commercial Card, and Merchant. Prepare discovery/pitch/demos and working capital analyses, financial models, ROI analyses, and business reviews. Maintain Salesforce data integrity, support pitch/negotiation/close, help deliver client onboarding, and develop through a defined career plan.

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FursaFursa
Truist Financial
Truist Financial
1 month 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 Treasury sales by partnering with relationship teams to plan portfolios, prepare for client calls, and execute sales and operational responsibilities for Treasury, Commercial Card, and Merchant. Prepare discovery/pitch/demos and working capital analyses, financial models, ROI analyses, and business reviews. Maintain Salesforce data integrity, support pitch/negotiation/close, help deliver client onboarding, and develop through a defined career plan.
Location: Charlotte, Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions.
  • •Partner with relationship teams on strategic portfolio planning and pre-call planning activities.
  • •Prepare and deliver advisory calling materials, including discovery/pitch/demos and analyses such as working capital, financial modeling, ROI, and business reviews.
  • •Execute sales process activities: maintain sales pipelines in Salesforce, support pricing proformas, negotiation/close, onboarding, and related documentation/RFP submissions.
  • •Mentor peers and new teammates and participate in workstreams across Wholesale Payments, while following a personal career development plan.
Travel: Medium travel

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife Insurance

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 with attention to detail.
  • •Strong communication and interpersonal skills; ability to adapt, multitask, and prioritize.
Experience:3-5 yearsWholesale paymentsFinancial services
Education:Bachelor's
Skills:Analytical skillsCommunicationInterpersonal skillsAdaptabilityAttention to detail
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