Treasury Sales Consultant: CRE & Specialized Industries

Truist; Fort Lauderdale (FL); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

401(k) plan

Paid vacation

Zusammenfassung

Truist in Fort Lauderdale seeks a sales-focused Treasury Solutions professional to drive consultative sales of TS products to designated client groups, with emphasis on working capital optimization and risk mitigation. You will partner with bankers and product teams to grow revenue and manage a diverse client portfolio.

The role requires a Bachelor’s degree or equivalent and 3 years of financial product sales experience.

Qualifikationen

• 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).

Aufgaben

• Executes sales plan and partners with lines of business to identify and drive client and prospect sales opportunities.
• Fosters relationships with bankers and product partners to collaborate on opportunities and strategic client planning.
• Manages a portfolio of clients with TS needs, applying working capital concepts.
• Develops detailed relationship plans for clients/prospects to identify retention and new client opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres to policies and proactively escalates issues and risks to leadership.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports sales efforts, progression, and revenue accurately.

Kenntnisse

Consultative sales

Relationship management

Portfolio management

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

Truist in Fort Lauderdale seeks a sales-focused Treasury Solutions professional to drive consultative sales of TS products to designated client groups, with emphasis on working capital optimization and risk mitigation. You will partner with bankers and product teams to grow revenue and manage a diverse client portfolio.

The role requires a Bachelor’s degree or equivalent and 3 years of financial product sales experience.