Treasury Sales Analyst
Truist
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. [Need Help?](#) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to [Accessibility](#) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for providing support for Wholesale Payments Sales strategy, execution, risk, and performance functions. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. 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. 2. Act in accordance with the Truist Code of Ethics, Truist Risk Management Culture and Policies and Procedures across Wholesale Payments and the Enterprise. 3. 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. 4. Execute on the Strategy, Sales, and Operational Responsibilities of the Sales Analyst Position for Treasury, Commercial Card, and Merchant: a. In partnership with the relationship team, develop, maintain and execute on strategic portfolio planning. b. Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and participate in/lead the pre-call planning meeting. c. Execute on the art of the call as the notetaker, active listener, closer and/or leader during the client/prospect meeting. d. Prepare advisory calling materials to include any/all the following: Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses, Business Reviews. e. Schedule the post-call debriefs with the relationship team, provide summary of notes, observations, and feedback, and execute on delegated post-call responsibilities. f. Practice Salesforce data integrity by logging detailed call reports, updating accurate client information, and maintaining accurate sales pipelines. g. 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. h. Support an accurate, smooth, and expedient client onboarding journey. 5. Define and execute on a personal and career development plan. 6. Mentor peers and new teammates. 7. Participate in various workstreams across Wholesale Payments. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor’s Degree or equivalent work experience 2. One to three year(s) of Wholesale Payments experience 3. Three to five years of Financial Services experience 4. Strong analytical skills and attention to detail 5. Strong communication and interpersonal skills 6. High level of adaptability and flexibility 7. Ability to multi-task and prioritize 8. Ability to balance short-term deliverables against long-term projects 9. Demonstrated proficiency in basic computer applications, such as Microsoft Software Products 10. Proven ability to work well in fast-paced, team-oriented environment and ability to adapt 11. Able to function effectively in role with less direction and more autonomy than Junior Analysts Preferred Qualifications: 12. Up to 25% travel may be required The annual base salary for this position is $75,000 - $100,000. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit [our Benefits site](#). Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. [EEO is the Law](#) [E-Verify](#) [IER Right to Work](#)$31.73 - $48.08 per hour
...About this role: Wells Fargo is seeking a Treasury Management Support Analyst to join the Global Payments & Liquidity team. This role partners closely... ...in a fast-paced environment while supporting the sales lifecycle of Treasury Management products and services. Learn...SuggestedHourly payFull timeWork experience placementRemote workRelocation package$120k - $140k
...enterprise specializing in industrial inputs, crop nutrients, and agricultural supply chain solutions. We are currently seeking a hands-on Treasury Manager to serve as our senior Subject Matter Expert (SME) and take full day-to-day execution ownership of our core global...SuggestedPermanent employmentTemporary workWork experience placementWorldwideShift work- ...Treasury Analyst Job Type: Hybrid (Monday, Tuesday and Thursday on-site) Location: Radnor, PA Reporting to: Director of Treasury Company Overview: FXI is a leading producer of foam innovation in the Bedding, Furniture, Industrial, Home & Office, Healthcare,...SuggestedTemporary workInternshipLocal areaHome officeVisa sponsorshipFlexible hours
$65k - $85k
..., Pebble Technology International® pool finishes, and Techniseal® sands and sealant technologies. Job Summary The Sales Operations Analyst is a key business partner to the National SVP of Sales and Regional Vice Presidents, helping the sales organization execute...SuggestedTemporary workFor contractorsLocal areaRemote work$96k - $120k
...with highly motivated individuals on high-performance teams? Join WWT today! What you will be doing: Reporting to the FP&A Sales Analyst Manager, the Team Lead is a key contributor to the overall success of the Sales FP&A team, providing a high degree of proficiency...SuggestedFull timeWork experience placementFlexible hoursShift work- ...manufacturers, distributors, and dealers. NewLane Finance is powered by WSFS Bank, a $20+ billion financial organization.The Sales Enablement Business Systems Analyst (BSA) supports the organization by gaining expert knowledge of NewLane’s critical business processes and aiding in...
$30 per hour
...support, facilities, finance, human resources, logistics, marketing, sales or developmental training in sales or for customer support (as... ...internal distribution of Employee Laptops. Customer Service analysts deliver service and support that represents the highest level...Hourly payTemporary workWork experience placementInternshipWorldwideFlexible hours$90.8k - $136.2k
Qualifications ~5+ years of related business analysis experience. ~ Genuine curiosity about how a technology solution provider and a partner reseller business actually operate, since you’ll need to build working expertise in both to write requirements that hold up ...Full timeFlexible hoursShift work$77.2k - $115.8k
...challenges, we encourage you to apply and join our team. World Wide Technology is seeking a highly skilled Oracle Cloud ERP and R12 Analyst to join our IT Financial Operations team. The ideal candidate will bring strong functional finance and business process expertise,...Full timeRemote workShift work$96.4k - $144.6k
Qualifications Bachelor’s Degree; preferably in Business, IT, Accounting, MIS, Finance, or a related field. Minimum 6 years of functional experience with Oracle ERP Applications, including Oracle EBS R12 and/or Oracle Cloud Financials, with a focus on the Procure...Full timeRemote workFlexible hoursShift work- About Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care...Full time
$185k - $237.5k
...and the ability to translate complex business, financial, and industry dynamics into clear, compelling messaging for investors and analysts. You will play a critical role in managing investor relationships, supporting public company communications, and building the...Flexible hours- ...Perform Senior Analyst activities related to support for our acute care Midas application 1. System Implementation Regularly meets with users, vendors, and IS staff to develop/modify system specifications. Designs solutions for applications and prepares the...
- ...Co-op Program gives you an opportunity to apply what you learn in class to real world business scenarios. As a Technical Business Analyst Co-op, you are working right in the heart of Susquehanna's business, working with a variety of departments across the globe. In this...Casual workInternshipVisa sponsorship
- ...exciting careers. Come join our journey, and experience what it means to be Done Right with Rhoads.We are currently looking for a Safety Analyst to join our dynamic, fast-paced, and growing team. The Safety Analyst supports the effectiveness, consistency, and continuous...
- Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial bankers for M&A and capital raises. Industry Capital Markets Type Privately Held About the Role The Company is seeking an Investment Banking...Bank staff
- Managing Director, Investment Fund About the Company Mission-driven, $30M venture philanthropy fund advancing transformative oncology therapies Industry Philanthropy Type Non Profit About the Role The Company is seeking a Managing Director to lead...
$50 - $65 per hour
...Job Title: Remote BSA/AML Analyst (Cannabis-Related Accounts) Location: Remote Duration: Through the end of the year Pay Rate: $50 – $65/hour About the Role: We are working with a New Jersey-based banking client that is seeking experienced professionals...Hourly payContract workRemote work$50k - $90k
...Description Position at CMI Media Group Senior Analyst, SEM About CMI Media Group: At CMI Media Group, innovation isn't just a buzzword – it's our driving force in the pharmaceutical and healthcare industries. We channel this passion to empower leading...$40k - $75k
...contribute to shaping the future of healthcare marketing. We are seeking a talented and motivated individual to join our team as an Analyst, Programmatic. In this role, you will play a key part in implementing and optimizing programmatic advertising campaigns for our...$8 per hour
Company Description The Klick Group —comprising Klick Health (including Oxford PharmaGenesis, Klick Katalyst, and btwelve), Klick Media, Klick Applied Sciences (including Klick Labs), and Klick Consulting—is an ecosystem dedicated help life sciences brands achieve...Full time- ...Job Description Job Description Submarine Propulsion Plant Engineering Activity (SUB PPEA) Analyst Company Overview: KMS Solutions, LLC is a technical management / solutions company that specializes in engineering, analysis, and cyber security. Founded in...Full timeContract workTemporary workWork at officeLocal areaRemote workFlexible hours
- Job Summary:As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties:Tax Compliance:Ensures both...Work at office
$125k - $140k
I’m currently partnering with a rapidly growing national industrial services organization that provides critical infrastructure solutions across the commercial, industrial, and municipal sectors . Due to continued growth and expansion, they are looking to add a high...Remote work$130k - $150k
Revenue Operations Manager - Law Firm - Philadelphia - $130-150k HybridThe Revenue Operations Manager is responsible for safeguarding firm revenue and optimizing financial performance across the entire billing lifecycle. This role drives accurate rate implementation, oversees...$87.2k - $130.8k
...the RoleAre you a data-driven problem-solver who loves turning insights into action? At Matillion, we're on a mission to supercharge sales performance, and we're looking for a Revenue Operations Manager to join our team. This pivotal role will be instrumental in...Work at officeFlexible hours$168.8k - $230.1k
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work . We have...Full timeContract workWork experience placementLocal areaFlexible hours$160k - $180k
About Zoom Drain | Who we are: Zoom Drain has been in the drain and sewer business since 1995, built on a deliberately narrow premise: do one thing and do it better than anyone else. Most competition in the niche comes from independent plumbing contractors who typically...Temporary workFor contractorsLocal area- Chief Financial Officer (CFO)The Chief Financial Officer (CFO) oversees Esperanza Health Center's financial aspects, including accounting, financial reporting, budgeting, reimbursement, and strategic financial planning. This role ensures the organization's financial sustainability...Work experience placementLocal area
$109k - $162k
Bring your Financial Reporting expertise to Mass General Brigham, where every dollar is tracked, tested, and tied to a decision. Backed by 7 years of finance experience, you'll own key initiatives, partner closely with the team, and earn $109,000 - $162,000. Key Responsibilities...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Sales Analyst. Be the first to apply!
- treasury consultant Philadelphia, PA
- treasury Philadelphia, PA
- treasury department Philadelphia, PA
- treasury operations Philadelphia, PA
- treasury specialist Philadelphia, PA
- treasury sales associate Philadelphia, PA
- alarm sales Philadelphia, PA
- steel sales Philadelphia, PA
- outside sales building materials Philadelphia, PA
- sales operations Philadelphia, PA






