Strategic Treasury Solutions Consultant

Crump Life Insurance Svcs Inc; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Job summary

Truist Financial Corporation is seeking a results-driven Treasury Solutions sales professional to manage a portfolio of corporate clients in the Treasury space. You will execute sales plans, build cross-functional partnerships, and drive revenue growth through working capital solutions.

Responsibilities include developing client plans, advising on receivables, payables, liquidity, and information reporting, while collaborating with bankers and product partners to expand opportunities.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5 years of sales experience in financial or treasury products.
• Deep understanding of Working Capital solutions.
• CTP certification within 12 months of starting.

Responsibilities

• Execute sales plan and drive revenue growth for Treasury Solutions.
• Develop client plans with relationship banking partners.
• Manage a portfolio of TS clients and opportunities.
• Provide working capital services including receivables/payables/liquidity.
• Report on sales efforts and progression.

Skills

Relationship management

Treasury products

Sales leadership

Financial analysis

Communication

Education

Bachelor's degree

Certified Treasury Professional (CTP)

CFA Designation

Job description

Truist Financial Corporation is seeking a results-driven Treasury Solutions sales professional to manage a portfolio of corporate clients in the Treasury space. You will execute sales plans, build cross-functional partnerships, and drive revenue growth through working capital solutions.

Responsibilities include developing client plans, advising on receivables, payables, liquidity, and information reporting, while collaborating with bankers and product partners to expand opportunities.