Treasury Sales Consultant - Specialized Industries (CRE)

Truist Bank • Tampa, FL

5d

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 takes a cash-flow management and working-capital approach, focuses on risk mitigation, and is grounded in Truist’s Purpose, Mission, and Values.

The consultant manages a portfolio of clients with Treasury Solutions needs, collaborates with bankers and product partners, and develops client relationship plans to support retention, acquisition, revenue, and portfolio growth. The position provides working-capital solutions involving receivables, payables, information reporting, and liquidity, while following applicable policies and procedures and accurately reporting sales efforts and revenue.

Requirements

• Bachelor’s degree or an equivalent combination of education and related work experience.
• At least 3 years of sales experience involving financial or treasury products and/or services.
• General knowledge of banking, Treasury Solutions products and services, and working-capital concepts.

Nice To Haves

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

Responsibilities

• Execute the sales plan and collaborate with lines of business and internal partners to identify and drive client and prospect opportunities, achieving or exceeding 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.
• Participate in detailed relationship planning for clients and prospects to identify retention and new-client acquisition opportunities.
• Provide clients with 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 in-person, email, voicemail, virtual meetings, and other communication methods.
• 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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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