Truist
Treasury Solutions Consultant - Commercial
Truist, Nashville, Tennessee, United States, 37247
Overview
Treasury Solutions Consultant - Commercial Location: Brentwood, TN. Salary: $70,000 - $80,000. Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client groups via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and 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 the 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 to 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 (in person, email, voicemail, virtual meetings, etc.). Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue. Qualifications
Required Qualifications
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. Preferred Qualifications
5+ years of Treasury/Cash Management Analyst experience. Deep knowledge of Treasury Management Solutions. Certified Treasury Professional. Benefits and Other Information
General description of available benefits for eligible employees: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated) and 10 sick days (prorated), plus paid holidays. Some roles may be eligible for defined benefit pension plans, restricted stock units, and/or deferred compensation based on position and division. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law; Pay Transparency Nondiscrimination Provision; E-Verify. Note: This job posting may include references to seniority level, employment type, and job function as part of the posting. All other content is retained from the original description.
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Treasury Solutions Consultant - Commercial Location: Brentwood, TN. Salary: $70,000 - $80,000. Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client groups via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and 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 the 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 to 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 (in person, email, voicemail, virtual meetings, etc.). Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue. Qualifications
Required Qualifications
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. Preferred Qualifications
5+ years of Treasury/Cash Management Analyst experience. Deep knowledge of Treasury Management Solutions. Certified Treasury Professional. Benefits and Other Information
General description of available benefits for eligible employees: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated) and 10 sick days (prorated), plus paid holidays. Some roles may be eligible for defined benefit pension plans, restricted stock units, and/or deferred compensation based on position and division. As you advance through the hiring process, you will learn more about the specific benefits available for any non-temporary position, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law; Pay Transparency Nondiscrimination Provision; E-Verify. Note: This job posting may include references to seniority level, employment type, and job function as part of the posting. All other content is retained from the original description.
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