Treasury Sales Consultant - Specialized Industry (HHG)

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and sick days

Paid holidays

Job summary

Truist Financial Corporation in the United States seeks a sales-focused professional to execute the treasury sales plan and develop strong partnerships with banks and product teams. You will manage a portfolio of clients with working capital needs and provide liquidity solutions, reporting progress and revenue impact.

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

Qualifications

• ,

Responsibilities

• Executes sales plan, develops partnerships to identify and drive client opportunities.
• Fosters relationships with bankers and product partners to collaborate on opportunities.
• Manages a portfolio of clients with treasury needs and working capital concepts.
• Develops relationship plans to retain clients and acquire new ones.
• Provides client working capital services and liquidity solutions.
• Reports on sales efforts and revenue progression.

Skills

Sales experience

Relationship management

Banking knowledge

Client communication

Education

Bachelor's degree or equivalent

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Job Description

Essential Duties and Responsibilities

1. 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.
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. 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.
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

Required Qualifications

1. Bachelor's degree or an equivalent combination of education and related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.

Preferred Qualifications

1. 5+ years of Treasury/Cash Management Analyst experience.
2. Deep knowledge of Treasury Management Solutions.
3. Certified Treasury Professional.

The annual base salary for this position is $115,000 - $150,000. Additional incentive pay is available for this position.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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.

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 IER Right to Work