Treasury Sales Consultant - Commercial

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Consultative selling","Relationship management","Sales execution","Risk mitigation","Client communication"]

Drive consultative sales of Treasury Solutions products and services to assigned client groups using a cash flow management and working capital approach focused on risk mitigation. Execute a sales plan, manage a portfolio of clients, develop relationship plans, and provide working capital services including receivables, payables, information reporting, and liquidity solutions. Partner with bankers and product teams, communicate effectively with clients, and accurately report sales activity and revenue progress.

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Truist Financial
Truist Financial
5 days ago

Treasury Sales Consultant - Commercial

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Last checked: 1 hour agoStatus: Live
Reposted: first listed 5 days ago

Job Summary

Drive consultative sales of Treasury Solutions products and services to assigned client groups using a cash flow management and working capital approach focused on risk mitigation. Execute a sales plan, manage a portfolio of clients, develop relationship plans, and provide working capital services including receivables, payables, information reporting, and liquidity solutions. Partner with bankers and product teams, communicate effectively with clients, and accurately report sales activity and revenue progress.
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 drive client and prospect opportunities for revenue and portfolio growth.
  • •Develop and foster relationships with bankers and product partners to support strategic client planning.
  • •Independently manage a portfolio of clients with Treasury Solutions needs, applying knowledge of banking products and working capital concepts.
  • •Create detailed relationship plans to identify retention and new client acquisition opportunities.
  • •Provide client working capital services and solutions (including receivables, payables, information reporting, and liquidity solutions) and report sales activity and revenue progress.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience.
  • •5 years of sales experience in financial or treasury products and/or services.
  • •Maintain a deep understanding of a bank’s Working Capital solutions.
  • •Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
Experience:Financial servicesBankingTreasury management
Education:Bachelor's
Skills:Consultative sellingRelationship managementSales executionRisk mitigationClient communication
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