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Treasury Sales Consultant – Commercial
TruistTreasury Sales Consultant responsible for consultative sales of Treasury Solutions at Truist. Managing client portfolios and executing sales plans through strategic partnerships.
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 develops strong partnership with internal partners
- Fosters relationships with bankers and product partners for collaboration
- Independently manages a portfolio of clients with TS needs
- Participates in the development of detailed relationship plans for clients/prospects
- Provides client working capital services and solutions
- Adheres to all applicable policies and procedures
- Consults with clients through various methods of communication
- Responsible for accurate reporting of sales efforts, sales effort progression, and sales revenue
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 insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401(k) plan
- Vacation days (minimum 10 days)
- Sick days (minimum 10 days)
- Paid holidays
- Defined benefit pension plan eligibility
- Restricted stock units eligibility
- Deferred compensation plan eligibility
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 solutionsconsultative salesrelationship managementreportingsales revenue tracking
Soft Skills
communicationcollaborationpartnership developmentclient relationship buildingindependent management
Certifications
Certified Treasury Professional (CTP)CFA Designation