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Treasury Sales Consultant – Consumer & Retail
TruistTreasury Sales Consultant engaging with Consumer & Retail Corporate clients at Truist. Driving growth and developing treasury-related opportunities through innovative solutions.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
sales experiencefinancial productstreasury productstreasury servicesworking capital servicesclient retentionclient acquisitionrelationship managementreporting
Soft Skills
communicationpartnership developmentorganizational skills
Certifications & Qualifications
Bachelor's degreeCertified Treasury Professional
Industry Keywords
Treasury Management SolutionsCash Management Analyst
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with internal teams
- Manage a client portfolio with treasury service needs
- Develop detailed relationship plans for client retention and acquisition
- Provide client working capital services and solutions
- Report accurately on sales efforts and client communication
Requirements
What you’ll need- Bachelor's degree or equivalent combination of education and experience
- 3 years of sales experience in financial or treasury products/services
- Preferred: 5+ years of Treasury/Cash Management Analyst experience
- Deep knowledge of Treasury Management Solutions
- Certified Treasury Professional
Benefits
Comp & perks- Medical, dental, vision, life insurance
- Disability benefits
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation annually
- 10 sick days annually
- Paid holidays
- Possible participation in a pension plan and restricted stock units