Onsite Treasury Solutions Consultant – Commercial

Posted 11 hours ago

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About the role

  • Treasury Solutions Consultant responsible for consultative sales of Treasury Solutions products to various financial sectors. Engaging clients in cash flow management and working capital solutions in alignment with Truist's values.

Responsibilities

  • Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio
  • Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
  • Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
  • Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
  • Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
  • Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
  • Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.)
  • Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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
  • 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
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • no less than 10 days of vacation (prorated)
  • 10 sick days (also prorated)
  • paid holidays
  • defined benefit pension plan (depending on position and division)
  • restricted stock units (depending on position and division)
  • deferred compensation plan (depending on position and division)

Job title

Treasury Solutions Consultant – Commercial

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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