Onsite Treasury Sales Consultant – Commercial

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About the role

  • Treasury Sales Consultant responsible for consultative sales of Treasury Solutions for clients. Focused on risk mitigation and client service within financial services at Truist.

Responsibilities

  • Consultative sales of Treasury Solutions (TS) products and services to assigned client group
  • Execute sales plan and collaborate with internal partners to identify sales opportunities
  • Manage a portfolio of clients with Treasury Solutions needs
  • Develop relationship plans for clients/prospects
  • Provide client working capital services and solutions
  • Report on sales efforts and revenue accurately

Requirements

  • Bachelor's degree or equivalent combination of education and related work experience
  • 3 years of sales experience of financial or treasury products and/or services
  • 5+ years of Treasury/Cash Management Analyst experience (preferred)
  • Deep knowledge of Treasury Management Solutions (preferred)
  • Certified Treasury Professional (preferred)

Benefits

  • Medical, dental, vision, life insurance
  • Disability and accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • At least 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan (depending on position)
  • Restricted stock units and/or deferred compensation plan (depending on position)

Job title

Treasury Sales Consultant – Commercial

Job type

Experience level

Mid levelSenior

Salary

$120,000 - $175,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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