Strategic Treasury Solutions Consultant

Truist; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401k plan

Pension plan

Job summary

Truist in Dallas seeks a consultative Sales Executive for Treasury Solutions to serve an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management.

You will build relationships with bankers and product partners, manage a portfolio of TS needs, and deliver working capital solutions while adhering to Truist policies.

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.
• Preferred: 5+ years of Treasury/Cash Management Analyst experience.
• Deep knowledge of Treasury Management Solutions.

Responsibilities

• Executes sales plan to drive client opportunities and revenue in assigned portfolio.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of TS clients with working capital needs.
• Develops relationship plans to identify retention and new-client opportunities.
• Delivers working capital solutions including receivables/payables reporting and liquidity.
• Complies with policies and proactively escalates issues.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Maintains accurate reporting of sales activities and revenue progression.

Skills

Sales experience

Client relationship management

Banking knowledge

Education

Bachelor's degree or equivalent

Certified Treasury Professional

Job description

Truist in Dallas seeks a consultative Sales Executive for Treasury Solutions to serve an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management.

You will build relationships with bankers and product partners, manage a portfolio of TS needs, and deliver working capital solutions while adhering to Truist policies.