Treasury Sales Consultant

Truist Financial
Orlando
Full timeFunction: SalesEducation: bachelorsSkills: ["Consultative selling","Relationship management","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of Truist Treasury Solutions to an assigned client portfolio, helping clients manage cash flow and working capital while mitigating risk. Build partnerships with internal line-of-business stakeholders and product partners, maintain relationships with bankers, and develop relationship plans to support retention and new client acquisition. Provide treasury working capital services (receivables, payables, reporting, liquidity) and accurately report sales activity and progression.

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Truist Financial
Truist Financial
2 days ago

Treasury Sales Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Drive consultative sales of Truist Treasury Solutions to an assigned client portfolio, helping clients manage cash flow and working capital while mitigating risk. Build partnerships with internal line-of-business stakeholders and product partners, maintain relationships with bankers, and develop relationship plans to support retention and new client acquisition. Provide treasury working capital services (receivables, payables, reporting, liquidity) and accurately report sales activity and progression.
Location: Orlando
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and drive client and prospect opportunities to achieve/exceed revenue and portfolio growth objectives.
  • •Develop partnerships with line of business and internal partners to identify and pursue treasury sales opportunities.
  • •Independently manage a client portfolio with TS needs using knowledge of banking, treasury products/services, and working capital concepts.
  • •Create client/prospect relationship plans to identify retention and new client acquisition opportunities.
  • •Provide treasury working capital services and solutions (receivables, payables, information reporting, liquidity) and report sales progress accurately.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401k

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.
  • •Deep knowledge of Treasury Management Solutions.
  • •Certified Treasury Professional.
  • •Ability to consult with clients effectively via in person, email, voicemail, and virtual meetings.
Experience:Financial servicesTreasuryCash management
Education:Bachelor's
Skills:Consultative sellingRelationship managementRisk mitigationClient 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