Treasury Sales Consultant - Middle Market

Truist • Atlanta, GA

2d

About The Position

Responsible for consultative sales of Treasury Solutions (TS) products and services to an assigned client group through a cash flow management and working capital approach, with a focus on risk mitigation and alignment with Truist's Purpose, Mission and Values. The role manages a portfolio of clients with Treasury Solutions needs and works with bankers and internal product partners to identify and pursue client and prospect opportunities, support retention and acquisition, and meet revenue and portfolio growth objectives. It provides working capital services and solutions across receivables, payables, information reporting and liquidity.

Requirements

• Bachelor's degree or an equivalent combination of education and related work experience.
• At least 2 years of sales support (analyst or specialist) or servicing experience involving financial or treasury products and/or services.

Nice To Haves

• At least 1 year of phone-based sales experience in financial or treasury products.
• At least 1 year of branch sales experience at a financial institution.

Responsibilities

• Execute the sales plan and collaborate with lines of business and internal partners to identify and pursue client and prospect opportunities and achieve or exceed revenue and portfolio growth objectives for the assigned portfolio.
• 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 in-person meetings, email, voicemail, virtual meetings and other communication methods.
• Accurately report sales efforts, their 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, eligibility 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