Strategic Treasury Sales Consultant

Truist; Durham (NC); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is recruiting for a Treasury Solutions sales role in Durham, NC. The position focuses on consultative selling of TS products to multiple client groups, using a cash flow management approach to mitigate risk.

The role requires building strong partnerships with bankers and product teams and managing a portfolio of clients with TS needs. Ideal candidates will have a background in treasury or cash management, 3 years of sales experience in financial products, and a Bachelor's degree or

Qualifications

• Bachelor's degree or equivalent education/experience
• 3 years of sales experience in financial or treasury products

Responsibilities

• Execute sales plan and drive revenue and portfolio growth for assigned client portfolio.
• Foster relationships with bankers and product partners to collaborate on opportunities.
• Independently manage a portfolio of Treasury Solutions needs.
• Develop relationship plans to identify retention and new client acquisition opportunities.
• Provide client working capital services and liquidity solutions.
• Adhere to policies and escalate risks to leadership.
• Consult with clients via in-person, email, voicemail, or virtual meetings.
• Accurately report sales efforts and revenue progression.

Skills

Relationship management

Sales planning

Financial products knowledge

Communication

Education

Bachelor's degree or equivalent

Job description

Truist is recruiting for a Treasury Solutions sales role in Durham, NC. The position focuses on consultative selling of TS products to multiple client groups, using a cash flow management approach to mitigate risk.

The role requires building strong partnerships with bankers and product teams and managing a portfolio of clients with TS needs. Ideal candidates will have a background in treasury or cash management, 3 years of sales experience in financial products, and a Bachelor's degree or