Treasury Sales Consultant - Commercial

Truist Financial
Raleigh, North Carolina, Durham
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative selling","Relationship building","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of Treasury Solutions products and services for an assigned client portfolio using a cash flow management and working capital approach. Execute sales plans, develop partnerships with line-of-business and internal teams, and build relationships with bankers and product partners. Manage clients independently, create relationship plans for retention and new acquisition, deliver working capital solutions (receivables, payables, reporting, liquidity), and accurately report sales progress and revenue.

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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: 10 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Drive consultative sales of Treasury Solutions products and services for an assigned client portfolio using a cash flow management and working capital approach. Execute sales plans, develop partnerships with line-of-business and internal teams, and build relationships with bankers and product partners. Manage clients independently, create relationship plans for retention and new acquisition, deliver working capital solutions (receivables, payables, reporting, liquidity), and accurately report sales progress and revenue.
Location: Raleigh, North Carolina, Durham
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

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

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPensionEquityPaid Leave

Key Requirements

  • •Bachelor's degree or an equivalent combination of education and related work experience.
  • •3 years of sales experience selling financial or treasury products and/or services.
  • •Ability to consult effectively with clients via multiple communication methods (in person, email, voicemail, virtual).
  • •General knowledge of banking and Treasury Solutions products and services, including working capital concepts.
  • •Preferred: 5+ years of Treasury/Cash Management Analyst experience and deep knowledge of Treasury Management Solutions.
Experience:3+ yearsFinancial servicesTreasuryCash managementBankingWorking capitalCommercial real estateWealth management
Education:Bachelor's
Skills:Consultative sellingRelationship buildingRisk 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