Truist
Overview
Treasury Solutions Consultant - Middle Market Join to apply for the Treasury Solutions Consultant - Middle Market role at Truist. 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 (e.g., in person, email, voicemail, virtual meeting). Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue. 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. Additional Information
Regular or Temporary:
Regular Language Fluency:
English (Required) Work Shift:
1st shift (United States of America) Employment type:
Full-time General Benefits:
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 receive paid vacation, sick days, and holidays. Details vary by position and division. EEO Statement:
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. Additional job postings
Referrals increase your chances of interviewing at Truist by 2x
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Treasury Solutions Consultant - Middle Market Join to apply for the Treasury Solutions Consultant - Middle Market role at Truist. 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 (e.g., in person, email, voicemail, virtual meeting). Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue. 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. Additional Information
Regular or Temporary:
Regular Language Fluency:
English (Required) Work Shift:
1st shift (United States of America) Employment type:
Full-time General Benefits:
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 receive paid vacation, sick days, and holidays. Details vary by position and division. EEO Statement:
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. Additional job postings
Referrals increase your chances of interviewing at Truist by 2x
#J-18808-Ljbffr