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Treasury Sales Consultant – Specialized Industry, Energy
TruistTreasury Sales Consultant responsible for consultative sales of Treasury Solutions to energy clients. Collaborating closely with internal partners and managing client portfolios in a dynamic environment.
Tech Stack
Tools & technologiesTypeScript
About the role
Key responsibilities & impact- Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group
- Executes sales plan and collaborates with internal partners to identify sales opportunities
- Manages a portfolio of clients with TS needs and develops detailed relationship plans
- Provides client working capital services and solutions
- Adheres to policies and proactively escalates issues
- Consults with clients through various communication methods
- Reports on sales efforts and revenue progression
Requirements
What you’ll need- 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
- 7+ years of sales experience of financial or treasury products and/or services (preferred)
- CFA Designation (preferred)
- Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)
Benefits
Comp & perks- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation days (minimum 10)
- sick days (minimum 10)
- paid holidays
- defined benefit pension plan (depending on position)
- restricted stock units (depending on position)
- deferred compensation plan (depending on position)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencefinancial productstreasury productsworking capital solutionsrelationship management
Soft Skills
consultative salescollaborationcommunicationproblem-solving
Certifications
Certified Treasury Professional (CTP)CFA Designation