Treasury Solutions Sales Strategist

Truist; Greenville (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Truist in Greenville, NC, seeks a Treasury Solutions sales professional to drive consultative sales of TS products to Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management segments.

You will independently manage a TS client portfolio, develop relationship plans, and collaborate with bankers and product partners to pursue opportunities.

Qualifications

• Bachelor's degree or equivalent combination of education and related work experience.
• 3 years of sales experience of financial or treasury products and/or services.
• Familiarity with Treasury Management Solutions and cash management concepts.

Responsibilities

• Executes sales plan and develops partnerships to identify and drive client sales opportunities to achieve revenue and portfolio growth.
• Fosters relationships with bankers and product partners to collaborate on opportunities and client planning.
• Manages a portfolio of TS clients with knowledge of banking and treasure services.
• Develops detailed relationship plans to identify retention and new client acquisition opportunities.
• Provides client working capital services and liquidity solutions including receivables/payables reporting.
• Ensures compliance with all policies and proactively escalates issues/risks to leadership.
• Communicates effectively with clients via in-person, email, voicemail, or virtual meetings.
• Maintains accurate reporting of sales efforts and revenue.

Skills

Sales experience

Relationship building

Working capital knowledge

Education

Bachelor's degree

Certified Treasury Professional

Tools

Treasury/Cash Management

Job description

Truist in Greenville, NC, seeks a Treasury Solutions sales professional to drive consultative sales of TS products to Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management segments.

You will independently manage a TS client portfolio, develop relationship plans, and collaborate with bankers and product partners to pursue opportunities.