Senior Treasury Solutions Sales Consultant

RiseMe; New York (NY); On-site; USD 145,000 - 200,000; Full time

Job summary

Truist Financial Corporation in New York seeks a senior sales professional to drive consultative sales of Treasury Solutions to various client groups, focusing on working capital optimization and risk mitigation. You will partner with bankers and product teams to plan and execute client strategies, managing a portfolio with a deep understanding of treasury products.

The role requires a bachelor's degree and 5 years of sales experience in financial/treasury products; CTP certification within 12

Qualifications

• Bachelor's degree or 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 partnerships with line of business and internal partners to drive client and prospect opportunities.
• Fosters relationships with bankers and product partners for opportunities and strategic client planning.
• Independently manages a portfolio of clients with TS needs and working capital concepts.
• Develops detailed relationship plans for clients/prospects to identify retention and acquisition opportunities.
• Provides client working capital services and solutions (receivables, payables, reporting, liquidity).
• Adheres to policies and escalates issues to leadership.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports on sales efforts, progression, and revenue.

Skills

Sales experience

Working Capital knowledge

Communication skills

Client relationship management

Negotiation skills

Education

Bachelor's degree or equivalent

CTP certification within 12 months

Job description

Truist Financial Corporation in New York seeks a senior sales professional to drive consultative sales of Treasury Solutions to various client groups, focusing on working capital optimization and risk mitigation. You will partner with bankers and product teams to plan and execute client strategies, managing a portfolio with a deep understanding of treasury products.

The role requires a bachelor's degree and 5 years of sales experience in financial/treasury products; CTP certification within 12