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