Truist ยท 2 days ago
Treasury Sales Analyst
Greenville, SC
Full-time
Onsite
Entry Level
1+ years expTruist Bank is a financial services company seeking a Treasury Sales Analyst to support their Wholesale Payments Sales strategy and execution. The role involves developing partnerships, executing sales responsibilities, and ensuring client onboarding is smooth and efficient.
BankingFinanceFinancial Services
Responsibilities
Demonstrate and act in accordance with the Truist Purpose, Mission, and Values focused on client first and one team behaviors optimizing long-term value for stakeholders
Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise
Proactively develop and maintain strong partnerships across Wholesale Payments, the Line of Business, and at the Enterprise Level to support the strategy, execution, and performance goals of the Wholesale Payments business
Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant:
In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning
Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting
Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting
Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews
Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities
Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines
Support the pitch, negotiation and close stages of the sales process by creating pricing proformas, disclosing pricing to clients, commercial card document preparation, RFP submissions, digital and product demos, and having a deep understanding of product offerings
Support an accurate, smooth, and expedient client onboarding journey
Define and execute on a personal and career development plan
Qualification
Required
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
Demonstrate proficiency in basic computer applications, such as Microsoft Software Products
Preferred
Up to 25% travel may be required
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
Company data provided by crunchbase