Treasury Solutions Consultant - Specialized Industry

Truist Financial
Charlotte, Washington
Workplace: OnsiteFull timeUSD 145,000 - 185,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Consultative sales","Relationship management","Risk mitigation","Collaboration","Client communication"]

Drive consultative sales of Treasury Solutions products and services for an assigned client portfolio, using a cash flow management and working capital approach to mitigate risk and support client growth. Build partnerships with line of business and internal teams, develop client relationship plans, and manage client working capital solutions across receivables, payables, reporting, and liquidity. Track sales progress and provide accurate reporting while escalating risks and issues to leadership.

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Truist Financial
Truist Financial
4 days ago

Treasury Solutions Consultant - Specialized Industry

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Job Summary

Drive consultative sales of Treasury Solutions products and services for an assigned client portfolio, using a cash flow management and working capital approach to mitigate risk and support client growth. Build partnerships with line of business and internal teams, develop client relationship plans, and manage client working capital solutions across receivables, payables, reporting, and liquidity. Track sales progress and provide accurate reporting while escalating risks and issues to leadership.
Location: Charlotte, Washington
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
  • •Foster relationships with bankers and product partners and collaborate on opportunities through strategic client planning
  • •Independently manage a client portfolio with TS needs, applying knowledge of banking/treasury products and working capital concepts
  • •Develop detailed client/prospect relationship plans to identify retention and new client acquisition opportunities
  • •Provide working capital services and solutions (receivables, payables, information reporting, liquidity) and report sales effort progression accurately

Pay and Benefits

Salary: USD 145,000 - 185,000 annually
Perks:Health InsuranceDentalVision401kPaid Leave

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:Financial servicesTreasuryBanking
Education:Bachelor's
Skills:Consultative salesRelationship managementRisk mitigationCollaborationClient communication
Certifications:CTPCertified 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
WebsiteLinkedIn