Treasury Sales Consultant - Middle Market

Truist Financial
Florida, Miami, Orlando
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Consultative sales","Relationship building","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of treasury solutions to a defined middle-market client group using a cash-flow/working-capital approach focused on risk mitigation. Execute the sales plan, manage a portfolio, and partner with internal bankers and product teams to uncover and expand client opportunities. Build relationship and retention plans, deliver working-capital services across receivables, payables, reporting, and liquidity, and maintain accurate sales reporting.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Treasury Sales Consultant - Middle Market

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 minutes agoStatus: Live

Job Summary

Drive consultative sales of treasury solutions to a defined middle-market client group using a cash-flow/working-capital approach focused on risk mitigation. Execute the sales plan, manage a portfolio, and partner with internal bankers and product teams to uncover and expand client opportunities. Build relationship and retention plans, deliver working-capital services across receivables, payables, reporting, and liquidity, and maintain accurate sales reporting.
Location: Florida, Miami, Orlando
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and develop partnerships to identify and drive client and prospect sales opportunities to exceed revenue and 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 using knowledge of banking and treasury products and working capital concepts
  • •Develop detailed relationship plans to identify retention and new client acquisition opportunities within the assigned client group
  • •Provide client working capital services (receivables, payables, information reporting, and liquidity solutions) and maintain accurate reporting of sales efforts and progress

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience
  • •5 years of sales experience of financial or treasury products and/or services
  • •Deep understanding of bank Working Capital solutions
  • •Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position
  • •Fluency in English (Required)
Experience:Financial servicesTreasuryBanking
Education:Bachelor's
Skills:Consultative salesRelationship buildingRisk mitigationClient communicationSales reporting
Certifications:CTPCFA
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