Treasury Solutions Consultant - Specialized Industries

Truist; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off & holidays

Job summary

Truist is seeking an experienced banking professional to lead consultative sales of Treasury Solutions to assigned client groups, focusing on cash flow and risk mitigation. You will manage a TS client portfolio and collaborate with bankers and product partners to drive opportunities and revenue.

The role requires building detailed relationship plans, delivering working capital services, and accurately reporting sales activity while adhering to policies.

Qualifications

• 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.

Responsibilities

• Executes sales plan and drives revenue and portfolio growth for TS products with assigned clients.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of TS needs and working capital concepts.
• Develops detailed relationship plans to identify retention and new client opportunities.
• Provides client working capital services including receivables, payables, reporting and liquidity.
• Escalates issues and risks to leadership and follows applicable policies.
• Consults with clients via in-person, email, voicemail or virtual meetings.
• Reports on sales efforts, progression and revenue.

Skills

Consultative sales

Relationship management

Portfolio management

Working capital

Education

Bachelor's degree

Job description

Truist is seeking an experienced banking professional to lead consultative sales of Treasury Solutions to assigned client groups, focusing on cash flow and risk mitigation. You will manage a TS client portfolio and collaborate with bankers and product partners to drive opportunities and revenue.

The role requires building detailed relationship plans, delivering working capital services, and accurately reporting sales activity while adhering to policies.