Treasury Sales Consultant - Commercial

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 85,000 - 170,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative sales","Relationship building","Partnership collaboration","Risk mitigation","Client communication"]

Consultative sales of Truist Treasury Solutions for an assigned client portfolio, using a cash-flow and working-capital approach. You’ll execute a sales plan to grow revenue and portfolios, build partnerships with bankers and product teams, and develop relationship plans to identify retention and new acquisition opportunities. Provide working-capital services such as receivables, payables, information reporting, and liquidity solutions while tracking sales activity and escalating risks.

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Truist Financial
Truist Financial
3 months ago

Treasury Sales Consultant - Commercial

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Last checked: 14 hours agoStatus: Live

Job Summary

Consultative sales of Truist Treasury Solutions for an assigned client portfolio, using a cash-flow and working-capital approach. You’ll execute a sales plan to grow revenue and portfolios, build partnerships with bankers and product teams, and develop relationship plans to identify retention and new acquisition opportunities. Provide working-capital services such as receivables, payables, information reporting, and liquidity solutions while tracking sales activity and escalating risks.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and partner with internal line-of-business stakeholders to drive client and prospect opportunities and achieve revenue/portfolio growth objectives.
  • •Foster relationships with bankers and product partners to collaborate on opportunities and support strategic client planning.
  • •Independently manage a portfolio of clients with TS needs, applying knowledge of banking, Treasury Solutions products/services, and working-capital concepts.
  • •Develop detailed client/prospect 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 accurately report sales activity and progression while adhering to policies and escalating risks.
  • •Ability to consult with clients effectively via in-person, email, voicemail, and virtual meetings.

Pay and Benefits

Salary: USD 85,000 - 170,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

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 (preferred).
  • •Deep knowledge of Treasury Management Solutions (preferred).
  • •Certified Treasury Professional (preferred).
Experience:3+ yearsFinancial servicesTreasury managementCash management
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