Jobs · Finance · North Carolina

Treasury Sales Consultant - Specialized Industries (CRE)

Truist · Charlotte, NC · 2 mo 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

Similar jobs