Treasury Sales Consultant – Industrials
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
TypeScript
About the role
- Execute sales plan and develop strong partnerships
- Foster relationships with bankers and product partners
- Manage a portfolio of clients with TS needs
- Participate in development of detailed relationship plans
- Provide client working capital services and solutions
- Adhere to policies and procedures; escalate issues to leadership
- Consult with clients through various communication methods
- Report accurately on sales efforts and revenue
Requirements
- Bachelor's degree or equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Deep understanding of bank's Working Capital solutions
- Certified Treasury Professional (CTP) must be obtained within 12 months of entering position
- 7+ years of sales experience of financial or treasury products and/or services preferred
- CFA Designation preferred
- Up to date knowledge of Treasury Trends & Best Practices preferred
Benefits
- Medical, dental, vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days
- Sick days
- Paid holidays
- Defined benefit pension plan eligibility (depending on position and division)
- Restricted stock units and/or deferred compensation plan eligibility (depending on position and division)
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 solutionsrelationship management
Soft skills
communicationrelationship buildingproblem solvingconsultation
Certifications
Certified Treasury Professional (CTP)CFA Designation