Technical Project Manager
Leap Tools
TypeScript
Treasury Solutions Consultant – Commercial
Truist
full-time
Posted on:
Origin: • 🇺🇸 United States • Ohio
Visit company websiteSalary
💰 $110,000 - $160,000 per year
Job Level
Mid-LevelSenior
Tech Stack
TypeScript
About the role
- Responsible for consultative sales of Treasury Solutions products and services to assigned client group via a cash flow management/working capital approach
- Execute sales plan and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives
- Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
- Independently manage a portfolio of clients with TS needs
- Participate in development of detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities
- Provide client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
- Adhere to and follow all applicable policies and procedures and proactively escalate issues and risks
- Consult with clients via in-person, email, voicemail, and virtual meetings
- 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
- Preferred: 5+ years of Treasury/Cash Management Analyst experience
- Preferred: Deep knowledge of Treasury Management Solutions
- Preferred: Certified Treasury Professional
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
- Ability to consult with a client through various methods of communication (ex. In person, email, voicemail, Virtual Meeting, etc.)
- General knowledge of banking and TS products and services as well as working capital concepts
- Ability to execute sales plans and develop partnership with line of business and internal partners
- Responsible for accurate reporting of sales efforts and revenue
