Treasury Sales Consultant – Specialized Industries, TMT
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • Illinois, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $210,000 per year
Job Level
Mid-LevelSenior
Tech Stack
TypeScript
About the role
- Consultative sales of Treasury Solutions (TS) products and services to assigned client group
- Execute sales plan, develop partnerships with business line and internal partners
- Independently manage a portfolio of clients with TS needs
- Participate in development of detailed relationship plans for clients/prospects
- Provide client working capital services and solutions
- Adhere and follow all applicable policies and procedures
- Consult with clients through various methods of communication
- Responsible for accurate reporting of sales efforts and revenue
Requirements
- Bachelor's degree or equivalent combination of education and related work experience
- 5 years of sales experience in financial or treasury products and/or services
- Deep understanding of bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- 7+ years of sales experience (preferred)
- CFA Designation (preferred)
- Up-to-date knowledge of Treasury Trends & Best Practices (preferred)
- Subject area expertise in specific skill sets, business areas or products (preferred)
Benefits
- Medical, dental, vision, life insurance
- Disability, accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Minimum of 10 days of vacation in first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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 managementreportingconsultative salesportfolio management
Soft skills
communicationpartnership developmentindependenceclient consultation
Certifications
Certified Treasury Professional (CTP)CFA Designation