Strategic Treasury Solutions Consultant

Truist; Philadelphia (Philadelphia County); On-site; USD 135,000 - 210,000; Full time

Benefits offered by this job

Benefits package

Vacation and sick days

401(k) plan

Pension plan

Job summary

Truist is seeking a Treasury Solutions sales professional to deliver consultative financial services to diverse client groups, including Corporate & Investment Bank, Commercial Real Estate, and Wealth Management. You will manage a TS portfolio, collaborate with product partners, and drive revenue growth through strategic client planning.

Minimum 3 years of sales experience in financial/treasury products and an equivalent bachelor’s degree are required; 5+ years in Treasury/Cash Management is

Qualifications

• Bachelor's degree or an 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.
• Certified Treasury Professional (preferred).

Responsibilities

• Executes sales plan, develops strong partnership with line of business and internal partners to identify and drive client and prospect sales opportunities to achieve revenue and portfolio growth.
• 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, with general knowledge of banking and TS products and services as well as working capital concepts.
• Develops detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Accurately reports on sales efforts, progression and revenue.

Skills

Sales experience

Treasury products

Education

Bachelor's degree

Job description

Truist is seeking a Treasury Solutions sales professional to deliver consultative financial services to diverse client groups, including Corporate & Investment Bank, Commercial Real Estate, and Wealth Management. You will manage a TS portfolio, collaborate with product partners, and drive revenue growth through strategic client planning.

Minimum 3 years of sales experience in financial/treasury products and an equivalent bachelor’s degree are required; 5+ years in Treasury/Cash Management is