Treasury Sales Consultant - Consumer & Retail Corporate

Truist•Atlanta, GA

3d•Remote

About The Position

The Wholesale Payments division at Truist is experiencing exciting growth! If you’re 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 apply. In this role, you’ll actively pursue new treasury-related opportunities and collaborate with clients to develop innovative growth strategies using the latest solutions, technology, and best practices. We’re 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 Truist's Purpose, Mission, and Values. Don’t miss this chance—take action and join our team today!

Requirements

Bachelor's degree or an equivalent combination of education and related work experience.
3 years of sales experience of financial or treasury products and/or services.

Nice To Haves

5+ years of Treasury/Cash Management Analyst experience
Deep knowledge of Treasury Management Solutions
Certified Treasury Professional

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.