Treasury Sales Consultant – Specialized Industries
| Company | Truist |
|---|---|
| Location | Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree or an equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Maintains deep understanding of bank’s Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Responsibilities
- Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
- 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
- Responsible for providing 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
- Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
- Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
Preferred Qualifications
- 7+ years of sales experience of financial or treasury products and/or services
- CFA Designation
- Maintains up to date knowledge of Treasury Trends & Best Practices
- Expected to be subject area experts in one (or more) specific skill sets, business areas or products