Treasury Sales Consultant - Commercial
Responsible for
- Consultative sales of Treasury Solutions (TS) products and services to assigned client group
- Identify and drive client and prospect sales opportunities
- Collaborate with line of business and other internal partners
- Manage a portfolio of clients with TS needs
- Develop detailed relationship plans for clients/prospects
- Provide client working capital services and solutions
- Proactively escalate issues and risks to leadership
- Communicate effectively with clients through various methods
- Accurately report sales efforts, progress, and revenue
Qualifications
- Bachelor's degree or equivalent combination of education and work experience
- 5 years of sales experience in financial or treasury products and/or services
- Maintain deep understanding of bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- 7+ years of sales experience in financial or treasury products and/or services preferred
- CFA designation preferred
- Maintain up to date knowledge of Treasury Trends & Best Practices
Preferred Qualifications
- 7+ years of sales experience in financial or treasury products and/or services
- CFA Designation
- Maintain up to date knowledge of Treasury Trends & Best Practices
General Description of Available 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. 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.
Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, 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.