Truist Financial Corporation
Treasury Sales Consultant - Commercial
Truist Financial Corporation, Greenville, South Carolina, us, 29610
Overview
The position is responsible for consultative sales of Treasury Solutions (TS) products and services to an assigned client group (Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) 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 internal partners to identify and drive client and prospect sales opportunities to achieve or exceed revenue and portfolio growth objectives for the 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 and proactively escalates issues and risks to leadership. Ability to consult with a client through various communication methods (in person, email, voicemail, virtual meeting, etc.). Responsible for accurate reporting of sales efforts, progression and 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
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive vacation, sick days, and paid holidays. For more details on Truist’s benefits, please visit the Benefits site. Depending on position and division, this role may be eligible for additional plans such as a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Equal Opportunity
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.
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The position is responsible for consultative sales of Treasury Solutions (TS) products and services to an assigned client group (Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) 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 internal partners to identify and drive client and prospect sales opportunities to achieve or exceed revenue and portfolio growth objectives for the 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 and proactively escalates issues and risks to leadership. Ability to consult with a client through various communication methods (in person, email, voicemail, virtual meeting, etc.). Responsible for accurate reporting of sales efforts, progression and 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
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive vacation, sick days, and paid holidays. For more details on Truist’s benefits, please visit the Benefits site. Depending on position and division, this role may be eligible for additional plans such as a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Equal Opportunity
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.
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