Treasury Sales Consultant - Commercial

Truist Bank • Savannah, GA

3d

About The Position

Responsible for consultative sales of Treasury Solutions (TS) products and services to an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management. The role uses a cash flow management and working capital approach, with a focus on risk mitigation and alignment with Truist's Purpose, Mission, and Values.

The consultant independently manages a portfolio of clients with Treasury Solutions needs, collaborates with bankers and internal product partners, and identifies opportunities to retain and acquire clients and grow revenue. The position provides working capital services and solutions across receivables, payables, information reporting, and liquidity. It also requires following applicable policies and procedures, escalating issues and risks, consulting with clients through multiple communication channels, and accurately reporting sales activity and revenue.

Requirements

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

Nice To Haves

• Five or more years of Treasury/Cash Management Analyst experience.
• Deep knowledge of Treasury Management Solutions.
• Certified Treasury Professional.

Responsibilities

• Execute the sales plan and collaborate with lines of business and internal partners to identify and drive client and prospect opportunities that achieve or exceed revenue and portfolio growth objectives.
• Build relationships with bankers and product partners to collaborate on opportunities and participate in strategic client planning.
• Independently manage a portfolio of clients with Treasury Solutions needs, applying general knowledge of banking and Treasury Solutions products, services, and working capital concepts.
• Participate in developing detailed relationship plans for clients and prospects to identify retention and new-client acquisition opportunities.
• Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
• Follow applicable policies and procedures and proactively escalate issues and risks to leadership.
• Consult with clients effectively through channels such as in-person meetings, email, voicemail, and virtual meetings.
• Accurately report sales efforts, sales progression, and sales revenue.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level