Treasury Sales Consultant: Cash Flow & Working Capital

Socket.dev; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Truist Financial Corporation in the United States seeks a seasoned sales professional to lead consultative selling of Treasury Solutions products to an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management, with a focus on cash flow management, working capital, and risk mitigation.

The role emphasizes strategic client planning, relationship development with bankers and

Qualifications

• Bachelor's degree or equivalent education and related work experience.
• 5 years of sales experience of financial or treasury products and/or services.
• Maintains deep understanding of bank's Working Capital solutions.
• Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.

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
• Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
• Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

Skills

Sales experience

Banking knowledge

Working Capital solutions

Communication skills

Education

Bachelor's degree or equivalent

Job description

Truist Financial Corporation in the United States seeks a seasoned sales professional to lead consultative selling of Treasury Solutions products to an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management, with a focus on cash flow management, working capital, and risk mitigation.

The role emphasizes strategic client planning, relationship development with bankers and