Treasury Solutions Consultant - Commercial

Truist Financial
Columbus
Workplace: OnsiteFull timeUSD 115,000 - 160,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative selling","Relationship building","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of Treasury Solutions products and services to an assigned client portfolio, using a cash flow management/working capital approach focused on risk mitigation. Execute the sales plan to achieve revenue and portfolio growth goals, build partnerships with line-of-business and internal teams, and independently manage client relationships. Provide working capital services (receivables, payables, information reporting, liquidity solutions) and deliver accurate reporting of sales activities and progress.

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Truist Financial
Truist Financial
4 days ago

Treasury Solutions Consultant - Commercial

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Last checked: 9 hours agoStatus: Live

Job Summary

Drive consultative sales of Treasury Solutions products and services to an assigned client portfolio, using a cash flow management/working capital approach focused on risk mitigation. Execute the sales plan to achieve revenue and portfolio growth goals, build partnerships with line-of-business and internal teams, and independently manage client relationships. Provide working capital services (receivables, payables, information reporting, liquidity solutions) and deliver accurate reporting of sales activities and progress.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and collaborate with internal partners to identify and drive client and prospect sales opportunities to meet revenue and portfolio growth objectives.
  • •Develop and foster relationships with bankers and product partners to support strategic client planning and opportunity engagement.
  • •Independently manage a portfolio of clients with Treasury Solutions needs using working capital concepts.
  • •Create relationship plans to identify retention and new client acquisition opportunities within the assigned client group.
  • •Provide working capital services and solutions (receivables, payables, information reporting, liquidity solutions) and ensure accurate reporting of sales efforts and progression.

Pay and Benefits

Salary: USD 115,000 - 160,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience.
  • •3 years of sales experience of financial or treasury products and/or services.
  • •5+ years of Treasury/Cash Management Analyst experience.
  • •Deep knowledge of Treasury Management Solutions.
  • •Certified Treasury Professional.
Experience:3+ yearsTreasuryCash managementFinancial services
Education:Bachelor's
Skills:Consultative sellingRelationship buildingRisk mitigationClient communicationSales reporting
Certifications:Certified Treasury Professional
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