Treasury Solutions Consultant - Specialized Industries (HHG)

Truist Financial
Houston, Dallas
Full timeUSD 120,000 - 175,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Consultative selling","Client relationship management","Risk mitigation","Collaboration","Communication"]

Drive consultative sales of treasury solutions to clients in Higher Education and Government, using a cash-flow/working-capital approach focused on risk mitigation. Own a client portfolio, build relationships with bankers and product partners, and develop relationship plans to identify retention and new acquisition opportunities. Provide working capital services such as receivables, payables, reporting, and liquidity solutions, while accurately reporting sales activity and progression.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 months 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: 14 hours agoStatus: Live

Job Summary

Drive consultative sales of treasury solutions to clients in Higher Education and Government, using a cash-flow/working-capital approach focused on risk mitigation. Own a client portfolio, build relationships with bankers and product partners, and develop relationship plans to identify retention and new acquisition opportunities. Provide working capital services such as receivables, payables, reporting, and liquidity solutions, while accurately reporting sales activity and progression.
Location: Houston, Dallas
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Execute sales plan and drive client/prospect opportunities to achieve/exceed revenue and portfolio growth objectives.
  • •Build partnerships with line-of-business and internal teams to identify and pursue sales opportunities.
  • •Independently manage a portfolio of clients with TS needs, applying knowledge of banking and TS products and working capital concepts.
  • •Develop relationship plans to identify retention and new client acquisition opportunities within the assigned client group.
  • •Provide working capital services including receivables, payables, information reporting, and liquidity solutions, and report sales effort and revenue progression accurately.

Pay and Benefits

Salary: USD 120,000 - 175,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

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.
  • •Maintain a deep understanding of the bank's Working Capital solutions.
  • •Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
  • •Ability to consult with clients effectively through various communication methods.
Experience:5+ yearsFinancial servicesTreasury solutionsWorking capital
Education:Bachelor's
Skills:Consultative sellingClient relationship managementRisk mitigationCollaborationCommunication
Certifications: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
WebsiteLinkedIn