Strategic Treasury Sales Consultant

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

Benefits offered by this job

Medical, dental, vision

401k and retirement plans

Job summary

Truist is actively seeking a treasury sales professional to lead consultative sales of Treasury Solutions to a diverse client group, focusing on cash flow management and risk mitigation. You will build strong partnerships with bankers and product partners, manage a portfolio of TS clients, and develop detailed relationship plans to drive retention and new business.

Responsibilities include delivering working capital services, reporting on sales activities, and consulting clients through multiple

Qualifications

• 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
• 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

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

Job description

Truist is actively seeking a treasury sales professional to lead consultative sales of Treasury Solutions to a diverse client group, focusing on cash flow management and risk mitigation. You will build strong partnerships with bankers and product partners, manage a portfolio of TS clients, and develop detailed relationship plans to drive retention and new business.

Responsibilities include delivering working capital services, reporting on sales activities, and consulting clients through multiple