Treasury Solutions Sales Strategist, Cash Management

Truist; Richmond (VA); On-site; USD 85,000 - 170,000; Full time

Job summary

Truist is seeking a Treasury Solutions sales professional to drive consultative sales across multiple client groups using a cash flow management approach. The role emphasizes risk mitigation and alignment with Truist’s values.

The candidate will manage a portfolio with knowledge of treasury products and working capital concepts, collaborating with bankers and product partners to create strategic client plans and deliver liquidity solutions.

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.

Responsibilities

• Executes sales plan and collaborates with lines of business to identify and drive client opportunities; aims to exceed revenue and portfolio growth.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of TS needs with knowledge of banking and TS products and working capital concepts.
• Develops detailed relationship plans 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 proactively escalates issues to leadership.
• Consults with clients effectively via in-person, email, voicemail, or virtual meetings.
• Reports sales efforts and progress accurately.

Skills

Relationship management

Financial product knowledge

Sales

Education

Bachelor's degree

Job description

Truist is seeking a Treasury Solutions sales professional to drive consultative sales across multiple client groups using a cash flow management approach. The role emphasizes risk mitigation and alignment with Truist’s values.

The candidate will manage a portfolio with knowledge of treasury products and working capital concepts, collaborating with bankers and product partners to create strategic client plans and deliver liquidity solutions.