Treasury Solutions Consultant: Strategic Client Advisory

Truist Wealth; Charlotte (NC); On-site; USD 145,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Paid vacation

Job summary

Truist Wealth is seeking a senior Treasury Solutions sales professional to advise assigned client groups—Corporate, Commercial Real Estate, Business Banking and Wealth Management—on cash flow management and liquidity solutions. You will drive revenue via a consultative approach focused on risk mitigation and client value.

You will manage a diverse client portfolio, coordinate with bankers and product teams, and develop strategic relationship plans to expand opportunities, while ensuring

Qualifications

• Bachelor's degree or equivalent education/experience.
• 5 years of sales experience in financial or treasury products.
• Deep understanding of Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months.

Responsibilities

• Execute sales plan and drive client/prospect sales opportunities to grow revenue and portfolio.
• Foster relationships with bankers and product partners for strategic planning.
• Manage a portfolio of TS clients with knowledge of banking and TS products.
• Develop detailed relationship plans to identify retention and acquisition opportunities.
• Provide client working capital services including receivables, payables, reporting and liquidity solutions.
• Adhere to policies and escalate issues to leadership as needed.
• Consult with clients via in-person, email or virtual meetings.
• Report sales efforts and revenue accurately.

Skills

Sales experience

Treasury products knowledge

Working capital concepts

Client relationship management

Education

Bachelor's degree or equivalent

Job description

Truist Wealth is seeking a senior Treasury Solutions sales professional to advise assigned client groups—Corporate, Commercial Real Estate, Business Banking and Wealth Management—on cash flow management and liquidity solutions. You will drive revenue via a consultative approach focused on risk mitigation and client value.

You will manage a diverse client portfolio, coordinate with bankers and product teams, and develop strategic relationship plans to expand opportunities, while ensuring