Mid-Market Treasury Solutions Strategist

Truist; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Truist in Atlanta, GA is seeking a proactive Treasury Solutions sales professional to drive consultative client solutions across Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management.

You will develop strategic plans, manage a portfolio, collaborate with bankers and product partners, and deliver working capital solutions while ensuring risk controls and adherence to Truist values.

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.

Responsibilities

• Executes sales plan and collaborates with lines of business to drive client and prospect sales opportunities for revenue and portfolio growth.
• Fosters relationships with bankers and product partners to pursue opportunities.
• Manages a portfolio of clients with treasury solutions needs and working capital concepts.
• Develops detailed relationship plans for clients and prospects to identify retention and acquisition opportunities.
• Provides client working capital services including receivables, payables, information reporting and liquidity solutions.
• Adheres to policies and proactively escalates issues and risks to leadership.
• Consults with clients via various communication methods (in person, email, phone, virtual meetings).
• Reports on sales efforts, progression, and revenue.

Skills

Sales experience

Relationship management

Financial product knowledge

Education

Bachelor's degree

Job description

Truist in Atlanta, GA is seeking a proactive Treasury Solutions sales professional to drive consultative client solutions across Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management.

You will develop strategic plans, manage a portfolio, collaborate with bankers and product partners, and deliver working capital solutions while ensuring risk controls and adherence to Truist values.