Treasury Sales Consultant – Specialized Industry, Energy
Truist
full-time
Posted on:
Location Type: Office
Location: Houston • 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
- 5 years of sales experience of financial or treasury products and/or services
- Maintains deep understanding of bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencefinancial productstreasury productsworking capital solutionsreceivablespayablesinformation reportingliquidity solutions
Soft skills
relationship managementcollaborationstrategic planningcommunicationproblem-solving
Certifications
Certified Treasury Professional (CTP)