Strategic Treasury Solutions Sales Consultant

Truist Wealth; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Truist Wealth seeks a Senior Treasury Solutions Sales professional to drive consultative sales of TS products to key client groups, leveraging working capital strategies to mitigate risk and grow revenue. The role emphasizes collaboration with bankers and product teams across Corporate, Commercial, and Wealth Management segments.

You will independently manage a TS client portfolio, develop relationship plans, and provide liquidity and reporting solutions while adhering to Truist policies and

Qualifications

• Bachelor's degree or equivalent education/experience.
• 5 years of sales experience in financial or treasury products.
• Deep understanding of working capital solutions.
• Must obtain CTP within 12 months of starting.
• 7+ years of sales experience (preferred).
• CFA designation (preferred).
• Knowledge of treasury trends and best practices.

Responsibilities

• Executes sales plan and drives client revenue and portfolio growth for TS.
• Partners with bankers/product teams to identify opportunities.
• Manages a portfolio of TS clients with working capital needs.
• Develops detailed relationship plans for clients and prospects.
• Provides working capital solutions including receivables, payables, info reporting and liquidity.
• Adheres to all policies and escalates risks.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports on sales efforts and revenue accurately.

Skills

Relationship management

Communication

Consultative selling

Education

Bachelor's degree or equivalent

CTP Certification within 12 months

CFA designation (preferred)

Job description

Truist Wealth seeks a Senior Treasury Solutions Sales professional to drive consultative sales of TS products to key client groups, leveraging working capital strategies to mitigate risk and grow revenue. The role emphasizes collaboration with bankers and product teams across Corporate, Commercial, and Wealth Management segments.

You will independently manage a TS client portfolio, develop relationship plans, and provide liquidity and reporting solutions while adhering to Truist policies and