Treasury Sales Consultant - Middle Market (Not For Profit)

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative sales","Relationship building","Partnership collaboration","Risk mitigation","Client communication"]

Drive consultative sales of Treasury Solutions products and services for an assigned middle-market client portfolio, using a cash-flow management and working-capital approach. Partner with line-of-business and internal stakeholders to identify client opportunities, build relationships with bankers and product partners, and develop relationship plans for retention and new acquisition. Provide working capital services (receivables, payables, reporting, liquidity), manage sales reporting, and proactively escalate risks.

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Truist Financial
Truist Financial
2 months ago

Treasury Sales Consultant - Middle Market (Not For Profit)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 days agoStatus: Live

Job Summary

Drive consultative sales of Treasury Solutions products and services for an assigned middle-market client portfolio, using a cash-flow management and working-capital approach. Partner with line-of-business and internal stakeholders to identify client opportunities, build relationships with bankers and product partners, and develop relationship plans for retention and new acquisition. Provide working capital services (receivables, payables, reporting, liquidity), manage sales reporting, and proactively escalate risks.
Location: Atlanta
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/prospect sales opportunities.
  • •Manage a portfolio of clients with Treasury Solutions needs using working-capital concepts and banking/product knowledge.
  • •Develop detailed relationship plans to identify retention and new client acquisition opportunities.
  • •Provide Treasury working capital services, including receivables, payables, information reporting, and liquidity solutions.
  • •Maintain accurate reporting on sales efforts, progression, and sales revenue; follow policies and proactively escalate risks.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeavePaid Sick

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience.
  • •3+ years of sales experience in financial or treasury products and/or services.
  • •Deep knowledge of Treasury Management Solutions.
  • •5+ years of Treasury/Cash Management Analyst experience.
  • •Certified Treasury Professional.
Experience:3+ years
Education:Bachelor's
Skills:Consultative salesRelationship buildingPartnership collaborationRisk mitigationClient communication
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