Treasury Sales Consultant - Commercial

Truist • Memphis, TN

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, focuses on risk mitigation, and is grounded in Truist’s Purpose, Mission, and Values.

The consultant independently manages a portfolio of clients with Treasury Solutions needs and collaborates with bankers, product partners, and other internal partners to identify client and prospect opportunities, develop strategic relationship plans, and meet revenue and portfolio growth objectives. The position provides working-capital services and solutions across receivables, payables, information reporting, and liquidity. It also requires accurate sales reporting, adherence to applicable policies and procedures, and proactive escalation of issues and risks.

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

• At least 5 years of Treasury/Cash Management Analyst experience.
• Deep knowledge of Treasury Management Solutions.
• Certified Treasury Professional.

Responsibilities

• Execute a 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.
• 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 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, 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 based on hire date and full-time or part-time status
• 10 sick days, prorated
• 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