Treasury Sales Consultant - Middle Market
Truist · Atlanta, GA · 1 wk ago
FinanceFull-time
Responsible for
- Executes sales plan
- Develops strong partnership and collaboration with line of business and other internal partners
- Identifies and drives client and prospect sales opportunities
- Independently manages a portfolio of clients with TS needs
- Participates in the development of detailed relationship plans
- Provides client working capital services and 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
- Accurately reports sales efforts, sales effort progression, and sales revenue
Qualifications
- Bachelor's degree or 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