Treasury Sales Consultant Consumer & Retail Corporate
Charlotte, VT - USA
Job Summary
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Wholesale Payments division at Truist is experiencing exciting growth! If youre a curious driven Treasury Consultant who thrives on connecting with Consumer & Retail Corporate clients and you believe that true success starts with understanding their needs inside and out we encourage you to this role youll actively pursue new treasury-related opportunities and collaborate with clients to develop innovative growth strategies using the latest solutions technology and best practices. Were searching for a Treasury Consultant who is creative an owner of the customer experience and is eager to help our clients find efficiencies in smarter faster simpler and secure payments. Become a champion of driving growth for our clients in alignment with Truists Purpose Mission and Values. Dont miss this chancetake action and join our team today!ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. 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.
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. 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
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions including receivables payables information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leaderships attention
7. Ability to consult with a client through various methods of communication in an effective manner ( person email voicemail Virtual Meeting etc.).
8. Responsible for accurate reporting of sales efforts sales effort progression and sales revenue
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree or an equivalent combination of education and related work experience.
2. 3 years of sales experience of financial or treasury products and/or services.
Preferred Qualifications:
1. 5 years of Treasury/Cash Management Analyst experience
2. Deep knowledge of Treasury Management Solutions
3. Certified Treasury Professional
Location is flexible for most Metro markets
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
Required Experience:
Contract
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