Strategic Treasury Solutions Consultant

Truist; Woodbridge Township (NJ); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) plan

Paid holidays

Vacation days

Sick days

Job summary

Truist is seeking a Treasury Solutions sales professional to drive consultative sales of TS products and services to an assigned client group (Corporate & Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) using a cash-flow management approach grounded in Truist's values.

The role requires developing relationship plans, collaborating with bankers and product partners, independently managing a TS portfolio,

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.
• 5+ years of Treasury/Cash Management Analyst experience (preferred).
• Deep knowledge of Treasury Management Solutions (preferred).
• Certified Treasury Professional (preferred).

Responsibilities

• Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
• 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, requiring general knowledge of banking and TS products and services as well as working capital concepts.
• Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.

Skills

Sales

Treasury knowledge

Relationship management

Education

Bachelor's degree

Equivalent combination of education and related work experience

Job description

Truist is seeking a Treasury Solutions sales professional to drive consultative sales of TS products and services to an assigned client group (Corporate & Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) using a cash-flow management approach grounded in Truist's values.

The role requires developing relationship plans, collaborating with bankers and product partners, independently managing a TS portfolio,