Jobs · Finance · North Carolina

Treasury Sales Consultant - Commercial

Truist · Durham, NC · 3 days ago
FinanceFull-time

Responsible for

  • Consultative sales of Treasury Solutions (TS) products and services to assigned client group
  • Develops strong partnerships and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities
  • 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
  • Provides 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
  • Consults with a client through various methods of communication in an effective manner
  • Accurately reports 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

Work Shift

1st shift (United States of America)

Language Fluency

English (Required)

Regular or Temporary

Regular

Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Disability
  • Accidental Death and Dismemberment
  • Tax-preferred Savings Accounts
  • 401k Plan
  • No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status)
  • 10 sick days (also prorated)
  • Paid Holidays

Additional Information

  • Defined Benefit Pension Plan
  • Restricted Stock Units
  • Deferred Compensation Plan
  • EEO is the Law
  • E-Verify IER Right to Work

Similar jobs

Commercial Sales Consultant

Pye-Barker Fire & SafetyPrestonsburg, KY· 1 wk ago
Business Developmentapply on pyebarkerfire.wd1.myworkdayjobs.com