Truist
Treasury Solutions Sales Representative
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. Essential Duties And Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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. Qualifications Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or an equivalent combination of education and related work experience 2 years of sales support (analyst, specialist) or servicing of financial or treasury products and/or services Preferred Qualifications
1 year or more of phone based sales experience in financial or treasury products 1 year or more of branch sales experience in financial institution General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. Essential Duties And Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 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. Qualifications Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree or an equivalent combination of education and related work experience 2 years of sales support (analyst, specialist) or servicing of financial or treasury products and/or services Preferred Qualifications
1 year or more of phone based sales experience in financial or treasury products 1 year or more of branch sales experience in financial institution General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.