Truist Financial

6 days ago

Treasury Sales Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Support Wholesale Payments Sales strategy through risk and performance-focused execution for Treasury, Commercial Card, and Merchant clients. Partner with relationship teams on strategic portfolio planning, pre-call planning, client/prospect meetings, and post-call debriefs. Prepare advisory materials (discovery, pitch, demos, working capital analyses, financial modeling, ROI, business reviews), maintain Salesforce pipeline/data integrity, support pricing/proformas, RFPs, onboarding, and client closings. Includes personal development and up to 25% travel.

Location: Raleigh, Philadelphia, New Jersey

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Support Wholesale Payments Sales strategy by executing sales and operational responsibilities for Treasury, Commercial Card, and Merchant.
•Partner with relationship teams on strategic portfolio planning, pre-call planning materials, and pre-call meetings.
•Serve as notetaker/active listener/closer or leader during client/prospect meetings and prepare advisory materials (discovery, pitch, demos, working capital analyses, financial modeling, ROI analyses, business reviews).
•Maintain Salesforce data integrity by logging detailed call reports, updating client information, and managing accurate sales pipelines.
•Support pricing/proforma creation, commercial card document preparation, RFP submissions, product demos, client onboarding, and delegated post-call responsibilities.

Travel: Medium travel

Pay and Benefits

Salary: USD 65,000 - 95,000 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor’s Degree or equivalent work experience.
•1 to 3 years of Financial Services experience.
•Strong analytical skills with attention to detail.
•Strong communication and interpersonal skills.
•Proficiency with basic computer applications, such as Microsoft Software Products.

Experience:1-3 yearsFinancial services

Skills:Analytical skillsAttention to detailCommunicationInterpersonal skillsAdaptability

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Truist Financial

6 days ago

Treasury Sales Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: Raleigh, Philadelphia, New Jersey

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Support Wholesale Payments Sales strategy by executing sales and operational responsibilities for Treasury, Commercial Card, and Merchant.
•Partner with relationship teams on strategic portfolio planning, pre-call planning materials, and pre-call meetings.
•Serve as notetaker/active listener/closer or leader during client/prospect meetings and prepare advisory materials (discovery, pitch, demos, working capital analyses, financial modeling, ROI analyses, business reviews).
•Maintain Salesforce data integrity by logging detailed call reports, updating client information, and managing accurate sales pipelines.
•Support pricing/proforma creation, commercial card document preparation, RFP submissions, product demos, client onboarding, and delegated post-call responsibilities.

Travel: Medium travel

Pay and Benefits

Salary: USD 65,000 - 95,000 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•Bachelor’s Degree or equivalent work experience.
•1 to 3 years of Financial Services experience.
•Strong analytical skills with attention to detail.
•Strong communication and interpersonal skills.
•Proficiency with basic computer applications, such as Microsoft Software Products.

Experience:1-3 yearsFinancial services

Skills:Analytical skillsAttention to detailCommunicationInterpersonal skillsAdaptability

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

Website LinkedIn