Treasury Solutions Sales Consultant — Drive Cash Flow Growth

Truist; Raleigh (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Paid time off and holidays

Job summary

Truist is seeking a results-oriented Treasury Solutions sales professional to advise a diverse client base on cash flow management and liquidity options. You will collaborate with bankers and product partners to identify opportunities and manage a portfolio of clients requiring working capital services.

Ideal candidates have a background in financial or treasury product sales, strong relationship skills, and a solid understanding of working capital concepts.

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 client and portfolio growth.
• Collaborates with bankers and product partners on opportunities.
• Manages a portfolio of Treasury Solutions clients with working capital needs.
• Develops relationship plans to identify retention and new client opportunities.
• Provides working capital services including receivables, payables, information reporting and liquidity solutions.
• Follows policies and escalates issues or risks as needed.
• Communicates with clients via in-person, email, voicemail, or virtual meetings.
• Reports accurately on sales activity, progress, and revenue.

Skills

Sales experience

Relationship management

Treasury knowledge

Financial services

Education

Bachelor's degree or equivalent

Job description

Truist is seeking a results-oriented Treasury Solutions sales professional to advise a diverse client base on cash flow management and liquidity options. You will collaborate with bankers and product partners to identify opportunities and manage a portfolio of clients requiring working capital services.

Ideal candidates have a background in financial or treasury product sales, strong relationship skills, and a solid understanding of working capital concepts.