Treasury Sales Consultant - Middle Market

Truist Bank • Atlanta, GA

1d

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 executes sales plans, develops partnerships with business lines and internal partners, independently manages a portfolio of clients with Treasury Solutions needs, and helps develop relationship plans for clients and prospects. The role provides working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions. It also requires adherence to applicable policies and procedures, escalation of issues and risks, effective client consultation through multiple communication methods, and accurate reporting of sales efforts, progress, and revenue.

Requirements

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

Nice To Haves

• One year or more of phone-based sales experience in financial or treasury products.
• One year or more of branch sales experience at a financial institution.

Responsibilities

• Execute sales plans and collaborate with business lines and internal partners to identify and drive client and prospect sales opportunities and achieve or exceed revenue and portfolio growth objectives.
• Build relationships with bankers and product partners, 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 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 effectively with clients through in-person meetings, 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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