Treasury Solutions Consultant
Truist
full-time
Posted on:
Location Type: Office
Location: Fort Worth • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
TypeScript
About the role
- Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
- Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
- Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
- Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
- Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
- Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
- Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
- Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience.
- 3 years of sales experience of financial or treasury products and/or services.
- 5+ years of Treasury/Cash Management Analyst experience (Preferred).
- Deep knowledge of Treasury Management Solutions (Preferred).
- Certified Treasury Professional (Preferred).
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesTreasury Management Solutionsworking capital servicesreceivablespayablesinformation reportingliquidity solutionsclient acquisitionrelationship managementfinancial products
Soft skills
collaborationcommunicationrelationship buildingstrategic planningproblem-solvingconsultationreportingclient engagementindependenceescalation
Certifications
Certified Treasury Professional