Treasury Sales Consultant - Commercial

Truist Financial Corporation; Florida; Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Zusammenfassung

Truist is seeking a skilled professional to manage a portfolio of clients in New York. The role involves executing sales plans and fostering relationships to drive sales for treasury products and services.

The ideal candidate will have at least 5 years of sales experience in financial services and must possess a Bachelor's degree. Strong communication and consulting skills are essential for this position, along with understanding working capital solutions and treasury trends.

Qualifikationen

• 5 years of sales experience with financial or treasury products/services.
• Ability to consult and communicate effectively with clients.
• Deep understanding of working capital solutions.

Aufgaben

• Execute sales plan to drive client sales opportunities.
• Manage a portfolio of clients with treasury needs.
• Provide client working capital services and solutions.

Kenntnisse

Sales experience

Relationship management

Consulting skills

Communication

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

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.

Required Qualifications

• Bachelor's degree or an equivalent combination of 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 the position.

Preferred Qualifications

• 7+ years of sales experience of financial or treasury products and/or services.
• CFA Designation.
• Maintains up‑to‑date knowledge of treasury trends and best practices.
• Expected to be subject area experts in one (or more) specific skill sets, business areas or products.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work.