Truist

Treasury Solutions Consultant – Commercial

Truist

full-time

Posted on:

Location Type: Office

Location: Ft Lauderdale • Florida • United States

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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
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Applicant Tracking System Keywords

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Hard Skills & Tools
sales experienceTreasury Management Solutionsworking capital servicesreceivablespayablesinformation reportingliquidity solutions
Soft Skills
relationship managementcollaborationstrategic planningcommunicationproblem escalation
Certifications
Certified Treasury Professional