Truist Financial

3 weeks ago

Treasury Solutions Consultant - Specialized Industries (HHG)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Drive consultative sales of Treasury Solutions products and services to Higher Education and Government clients using a cash flow management/working capital approach focused on risk mitigation. Execute sales plans, build partnerships across internal teams, manage a client portfolio, develop relationship plans, deliver working capital services (receivables/payables/reporting/liquidity), and accurately report sales activity, progress, and revenue.

Location: Houston, Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Execute the sales plan and develop partnerships to identify and drive client and prospect opportunities to achieve revenue and portfolio growth objectives.
•Build relationships with bankers and product partners and collaborate on opportunities and strategic client planning.
•Independently manage a portfolio of clients with Treasury Solutions needs, applying knowledge of banking, Treasury Solutions products/services, and working capital concepts.
•Develop detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities.
•Provide client working capital services and solutions (receivables, payables, information reporting, liquidity solutions) and report sales efforts, progression, and revenue. Also adhere to policies and proactively escalate risks/issues.

Pay and Benefits

Salary: USD 120,000 - 175,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeavePensionEquity

Key Requirements

•Bachelor’s degree or an equivalent combination of education and related work experience.
•5 years of sales experience of financial or treasury products and/or services.
•Deep understanding of the bank’s Working Capital solutions.
•Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
•Maintain knowledge of Treasury trends and best practices; expected to be a subject-matter expert in one or more skill sets, business areas, or products.

Experience:Financial servicesTreasuryWorking capitalBankingConsultative sellingHigher EducationGovernment

Education:Bachelor's

Skills:Consultative sellingPartnership buildingRelationship managementRisk mitigationSales reporting

Certifications:Certified Treasury Professional (CTP)

Languages:English

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

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Truist Financial

3 weeks ago

Treasury Solutions Consultant - Specialized Industries (HHG)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Houston, Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Execute the sales plan and develop partnerships to identify and drive client and prospect opportunities to achieve revenue and portfolio growth objectives.
•Build relationships with bankers and product partners and collaborate on opportunities and strategic client planning.
•Independently manage a portfolio of clients with Treasury Solutions needs, applying knowledge of banking, Treasury Solutions products/services, and working capital concepts.
•Develop detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities.
•Provide client working capital services and solutions (receivables, payables, information reporting, liquidity solutions) and report sales efforts, progression, and revenue. Also adhere to policies and proactively escalate risks/issues.

Pay and Benefits

Salary: USD 120,000 - 175,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeavePensionEquity

Key Requirements

•Bachelor’s degree or an equivalent combination of education and related work experience.
•5 years of sales experience of financial or treasury products and/or services.
•Deep understanding of the bank’s Working Capital solutions.
•Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
•Maintain knowledge of Treasury trends and best practices; expected to be a subject-matter expert in one or more skill sets, business areas, or products.

Experience:Financial servicesTreasuryWorking capitalBankingConsultative sellingHigher EducationGovernment

Education:Bachelor's

Skills:Consultative sellingPartnership buildingRelationship managementRisk mitigationSales reporting

Certifications:Certified Treasury Professional (CTP)

Languages:English

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