Treasury Solutions Sales Consultant – Cash Flow Expert

Truist Financial Corporation; Savannah (GA); In loco; USD 90.000 - 130.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation and sick days

Pension plan (defined benefit)

Descrizione del lavoro

Truist Financial Corporation in Savannah, GA seeks a Treasury Solutions sales professional to drive consultative selling of TS products to assigned client groups. Role emphasizes working capital solutions, risk mitigation, and collaborative planning with bankers and product teams.

The successful candidate will manage a client portfolio, develop relationship plans, and report on sales activities while adhering to Truist policies and values.

Competenze

• 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.
• Certified Treasury Professional (preferred).

Mansioni

• Executes sales plan and collaborates with lines of business and internal partners to identify and drive client and prospect opportunities for revenue and portfolio growth.
• Fosters relationships with bankers and product partners to collaborate on opportunities and strategic client planning.
• Independently manages a portfolio of clients with TS needs, with working capital concepts and knowledge.
• 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 all policies and escalates issues and risks to leadership.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports accurately on sales efforts, progress, and revenue.

Conoscenze

Sales experience

Treasury knowledge

Relationship management

Client communication

Formazione

Bachelor's degree

Descrizione del lavoro

Truist Financial Corporation in Savannah, GA seeks a Treasury Solutions sales professional to drive consultative selling of TS products to assigned client groups. Role emphasizes working capital solutions, risk mitigation, and collaborative planning with bankers and product teams.

The successful candidate will manage a client portfolio, develop relationship plans, and report on sales activities while adhering to Truist policies and values.