Treasury Sales Consultant - Commercial

Truist Financial
New Jersey, Pennsylvania
Workplace: HybridFull timeUSD 115,000 - 150,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Relationship building","Consultative selling","Risk awareness","Client communication","Sales reporting"]

Drive consultative sales of Treasury Solutions products and services to a defined client group using a cash flow management/working capital approach. Partner with internal line-of-business teams and bankers/product partners to identify opportunities, execute sales plans, and achieve revenue and portfolio growth goals. Manage and develop client relationship plans, deliver working capital services (receivables, payables, reporting, liquidity), and provide accurate sales reporting while escalating risks and issues.

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Truist Financial
Truist Financial
1 month ago

Treasury Sales Consultant - Commercial

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Drive consultative sales of Treasury Solutions products and services to a defined client group using a cash flow management/working capital approach. Partner with internal line-of-business teams and bankers/product partners to identify opportunities, execute sales plans, and achieve revenue and portfolio growth goals. Manage and develop client relationship plans, deliver working capital services (receivables, payables, reporting, liquidity), and provide accurate sales reporting while escalating risks and issues.
Location: New Jersey, Pennsylvania
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Execute sales plans and collaborate with internal partners to drive client and prospect sales opportunities and meet revenue/portfolio growth objectives.
  • •Foster relationships with bankers and product partners to support strategic client planning and opportunities.
  • •Independently manage a portfolio of clients with Treasury Solutions needs, applying knowledge of banking/TS products and working capital concepts.
  • •Develop detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities.
  • •Provide working capital services and solutions (receivables, payables, information reporting, liquidity) and maintain accurate reporting of sales activity and revenue.

Pay and Benefits

Salary: USD 115,000 - 150,000 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisability

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.
Experience:Financial servicesTreasuryCash managementBanking
Education:Bachelor's
Skills:Relationship buildingConsultative sellingRisk awarenessClient 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