Treasury Solutions Sales Strategist

Truist; Memphis (TN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Paid time off

Job summary

Truist in Memphis seeks a skilled Treasury Solutions sales professional to drive consultative sales of TS products to assigned client groups with a focus on working capital and risk mitigation. You will build relationships with bankers and product partners, manage a portfolio of TS clients, and deliver liquidity solutions, information reporting and related services while adhering to Truist policies.

The role requires a Bachelor's degree and 3 years of sales experience in financial products;

Qualifications

• Bachelor’s degree or equivalent combination of education/experience.
• 3 years of sales experience in financial or treasury products.

Responsibilities

• Executes sales plan and partners with line of business to drive client and prospect sales opportunities to achieve revenue and portfolio growth.
• 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 knowledge of banking and TS products and working capital concepts.
• Develops detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres to policies and procedures and escalates issues to leadership as needed.
• Communicates with clients via in-person, email, voicemail, or virtual meetings.
• Provides accurate reporting of sales efforts and revenue.

Skills

Consultative sales

Treasury management

Relationship management

Working capital concepts

Portfolio management

Education

Bachelor’s degree

Equivalent education/experience

Job description

Truist in Memphis seeks a skilled Treasury Solutions sales professional to drive consultative sales of TS products to assigned client groups with a focus on working capital and risk mitigation. You will build relationships with bankers and product partners, manage a portfolio of TS clients, and deliver liquidity solutions, information reporting and related services while adhering to Truist policies.

The role requires a Bachelor's degree and 3 years of sales experience in financial products;