Treasury Sales Consultant - Commercial

Truist • Savannah, GA

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 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 manages a portfolio of clients, collaborates with bankers and product partners, identifies retention and acquisition opportunities, and provides working capital solutions.

Requirements

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

Nice To Haves

• 5 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 advance client and prospect opportunities, meeting 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, applying general knowledge of banking, Treasury Solutions products and 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 in-person meetings, email, voicemail, virtual meetings, and other communication methods.
• Accurately report sales efforts, sales progression, and sales revenue.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and 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 role 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