Onsite Treasury Sales Analyst

Posted 1 hour ago

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About the role

  • Support Wholesale Payments Sales strategy and execution at Truist by developing partnerships and preparing for client meetings. Maintain Salesforce data integrity and support onboarding processes.

Responsibilities

  • Provide support for Wholesale Payments Sales strategy and execution
  • Develop and maintain partnerships across Wholesale Payments
  • Execute on the Strategy, Sales, and Operational Responsibilities
  • Prepare materials for client meetings
  • Maintain Salesforce data integrity
  • Support the pitch, negotiation, and close stages of sales process
  • Support client onboarding journey
  • Mentor peers and new teammates

Requirements

  • Bachelor’s Degree or equivalent work experience
  • One to three year(s) of Wholesale Payments experience
  • Three to five years 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
  • Proven ability to work well in fast-paced, team-oriented environment
  • Able to function effectively with less direction than Junior Analysts

Benefits

  • Medical, dental, vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • No less than 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan
  • Restricted stock units
  • Deferred compensation plan

Job title

Treasury Sales Analyst

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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