Treasury Sales Consultant - Specialized Industries (CRE)
Truist · Tampa, FL · 2 mo 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
- 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 for clients/prospects
- Provides client working capital services and solutions
- Adheres and follows all applicable policies and procedures
- Proactively escalates issues and risks to leadership's attention
- Communicates effectively with clients through various methods
- 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