Treasury Sales Consultant - Specialized Industry - Dealer

Truist Financial
Maryland, Washington, Baltimore, Virginia, Charlotte
Full timeUSD 125,000 - 175,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Consultative selling","Relationship building","Collaboration","Risk awareness","Sales reporting"]

Drive consultative sales of Treasury Solutions products and services to a defined client portfolio using a cash flow management/working capital approach. Build relationships with client bankers and internal product partners to identify sales opportunities, develop relationship plans, and support retention and new acquisition. Provide working capital services across receivables, payables, information reporting, and liquidity solutions, while accurately reporting sales progress and revenue and escalating risks as needed.

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Truist Financial
Truist Financial
1 month ago

Treasury Sales Consultant - Specialized Industry - Dealer

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Last checked: 2 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Drive consultative sales of Treasury Solutions products and services to a defined client portfolio using a cash flow management/working capital approach. Build relationships with client bankers and internal product partners to identify sales opportunities, develop relationship plans, and support retention and new acquisition. Provide working capital services across receivables, payables, information reporting, and liquidity solutions, while accurately reporting sales progress and revenue and escalating risks as needed.
Location: Maryland, Washington, Baltimore, Virginia, Charlotte
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and partner with internal stakeholders to identify and drive client/prospect sales opportunities.
  • •Manage a portfolio of clients with TS needs using knowledge of banking, TS products/services, and working capital concepts.
  • •Develop detailed relationship plans to identify retention and new client acquisition opportunities within the assigned client group.
  • •Provide working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
  • •Report sales efforts, progression, and sales revenue accurately while adhering to policies and escalating risks to leadership.

Pay and Benefits

Salary: USD 125,000 - 175,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience.
  • •5+ years of sales experience selling financial or treasury products and/or services.
  • •Deep understanding of a bank's Working Capital solutions.
  • •Maintain deep understanding of bank's Working Capital solutions and working capital concepts for assigned clients.
  • •Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
Experience:5+ yearsFinancial servicesTreasury productsBanking
Education:Bachelor's
Skills:Consultative sellingRelationship buildingCollaborationRisk awarenessSales reporting
Certifications:Certified Treasury Professional (CTP)CFA
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