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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Medical, Dental, Vision, Life insurance, Disability insurance, Accidental death and dismemberment insurance
Posted 1d ago
~40 hrs/week
Responsibilities
The Treasury Sales Analyst supports Wholesale Payments sales strategy, execution, and risk functions by managing portfolio planning and client meetings. They are responsible for preparing advisory materials, maintaining Salesforce data integrity, and facilitating the client onboarding process.
Requirements
Candidates must have a bachelor's degree or equivalent experience, along with one to three years of Wholesale Payments experience and three to five years in Financial Services. Strong analytical, communication, and interpersonal skills are required to succeed in this fast-paced, team-oriented environment.
Full job description
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.
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
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.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Human ResourcesFinanceBankingSoftwareHumanitarianFinTechFinancial ServicesVenture Capital
How many Sales jobs are open in Durham, NC right now?
There are currently 640 open sales positions in Durham, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Durham, NC?
Companies currently hiring include Hewlett Packard Enterprise, IQVIA, AutoZone, Avalara, D.R. Horton, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Durham, NC?
Yes — 149 of the 640 open sales positions offer remote or hybrid work (81 remote, 68 hybrid).
How do I apply for Sales jobs in Durham, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.