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Treasury Sales Consultant – Specialized Industry
TruistTreasury Sales Consultant responsible for consultative sales of Treasury Solutions. Collaborating with various banking sectors while managing a portfolio and driving sales opportunities.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management Solutions and client relationship management, with a strong focus on executing sales strategies and providing working capital services. Proven ability to foster partnerships and accurately report on sales efforts.
Highest-signal resume keywords
Treasury Management SolutionsSales ExperienceClient Relationship ManagementCertified Treasury ProfessionalWorking Capital Services
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 PlanningClient Portfolio ManagementFinancial Products KnowledgeTreasury/Cash Management AnalysisAccurate Reporting
Soft Skills
CollaborationCommunicationRelationship Building
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Treasury ManagementCash ManagementWorking Capital ServicesSales OpportunitiesClient Consultation
Tech Stack
Tools & technologiesTypeScript
About the role
Key responsibilities & impact- Executes sales plan and develops strong partnership and collaboration with line of business
- Identifies and drives client and prospect sales opportunities
- Fosters relationships with bankers and product partners
- Independently manages a portfolio of clients with TS needs
- Participates in development of detailed relationship plans
- Responsible for providing client working capital services and solutions
- Adheres to and follows all applicable policies and procedures
- Consults with clients through various methods of communication
- Responsible for accurate reporting of sales efforts
Requirements
What you’ll need- 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
Comp & perks- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays