Treasury Sales Consultant - Commercial

Responsible for

• Consultative sales of Treasury Solutions (TS) products and services to assigned client group
• Develops strong partnership 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

Essential Duties And Responsibilities

Executes sales plan
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
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
Responsible for accurate reporting of 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

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.

For more details on Truist’s generous benefit plans, please visit our Benefits site.

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.

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