Strategic Treasury Solutions Consultant

Truist; Savannah (GA); Presencial; USD 95.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

Life insurance

Disability insurance

403(k) plan / 401(k)

Vacation & sick days

Holidays

Pension plan

Restricted stock units (RSUs)

Deferred compensation

Descripción de la vacante

Truist is seeking a sales-focused specialist to deliver consultative Treasury Solutions to assigned client groups in the Corporate, Commercial, and Wealth sectors. The role focuses on working capital optimization and risk mitigation, aligned with Truist's purpose and values.

You will manage a client portfolio, partner with bankers and product teams, and drive revenue growth by identifying opportunities and delivering liquidity and reporting solutions.

Formación

• Bachelor's degree or equivalent and related work experience.
• 3 years of sales experience with financial or treasury products.
• Preferred: 5+ years Treasury/Cash Management Analyst experience.
• Preferred: Certified Treasury Professional.

Responsabilidades

• Executes sales plan and partners with lines of business to drive opportunities and revenue growth.
• Fosters relationships with bankers and product partners to collaborate on opportunities.
• Independently manages a portfolio of TS clients with knowledge of banking and cash management.
• Develops detailed relationship plans to identify retention and new client opportunities.
• Provides client working capital services including receivables, payables, and liquidity solutions.
• Adheres to all policies; proactively escalates issues to leadership.
• Communicates with clients effectively via in-person, email, voicemail, or virtual meetings.
• Reports on sales efforts, progression, and revenue.

Conocimientos

Consultative sales

Relationship management

Educación

Bachelor's degree or higher

Descripción del empleo

Truist is seeking a sales-focused specialist to deliver consultative Treasury Solutions to assigned client groups in the Corporate, Commercial, and Wealth sectors. The role focuses on working capital optimization and risk mitigation, aligned with Truist's purpose and values.

You will manage a client portfolio, partner with bankers and product teams, and drive revenue growth by identifying opportunities and delivering liquidity and reporting solutions.