Strategic Treasury Solutions Advisor

Truist; Miami (FL); In loco; USD 100.000 - 180.000; Tempo pieno

Descrizione del lavoro

Truist in Miami seeks a Senior Treasury Solutions Sales professional to consultatively sell TS products to assigned client groups, focusing on working capital optimization and risk mitigation.

You will develop relationship plans, collaborate with product partners, and independently manage a TS client portfolio, leveraging five years of financial/treasury sales experience. A Bachelor's degree and CTP certification within 12 months are required; CFA is a plus.

Competenze

• Bachelor's degree required.
• 5 years of sales experience in financial/treasury products.
• CTP certification within 12 months required.
• CFA is a plus.

Mansioni

• Consultatively sell TS products to assigned client groups.
• Develop relationship plans for clients and prospecting.
• Collaborate with product partners to tailor solutions.
• Independently manage a TS client portfolio.

Conoscenze

Consultative selling

Relationship building

Financial products knowledge

Cross-functional collaboration

Formazione

Bachelor's degree

CTP certification within 12 months

CFA is a plus

Descrizione del lavoro

Truist in Miami seeks a Senior Treasury Solutions Sales professional to consultatively sell TS products to assigned client groups with a focus on working capital and risk mitigation. You will develop relationship plans, collaborate with product partners, and independently manage a TS client portfolio.

The role requires a Bachelor's degree and 5 years of sales experience in financial/treasury products, plus CTP certification within 12 months. CFA is a plus.