Treasury Solutions Sales Consultant — Grow Portfolios

Truist; Atlanta (GA); On-site; USD 95,000 - 125,000; Full time

Job summary

Truist seeks a results-driven professional to lead consultative sales of Treasury Solutions to diverse client groups, focusing on cash flow management and risk mitigation. The role emphasizes building partnerships with bankers and product teams, managing a portfolio of TS needs, and delivering working capital solutions.

The successful candidate will drive relationship plans, engage in strategic client planning, and ensure accurate reporting of sales activities and revenue progression within a

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 2 years of sales support (analyst, specialist) or servicing of financial or treasury products and/or services.
• 1 year or more of phone based sales experience in financial or treasury products.
• 1 year or more of branch sales experience in financial institution.

Responsibilities

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

Skills

Consultative sales

Treasury products

Relationship management

Client communication

Education

Bachelor's degree

Job description

Truist seeks a results-driven professional to lead consultative sales of Treasury Solutions to diverse client groups, focusing on cash flow management and risk mitigation. The role emphasizes building partnerships with bankers and product teams, managing a portfolio of TS needs, and delivering working capital solutions.

The successful candidate will drive relationship plans, engage in strategic client planning, and ensure accurate reporting of sales activities and revenue progression within a