Treasury Solutions Consultant - Commercial

Treasury Solutions Consultant - Commercial

Join to apply for the Treasury Solutions Consultant - Commercial role at Truist

The position involves consultative sales of Treasury Solutions (TS) products and services to assigned client groups via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.

• Executes sales plan, develops strong partnerships with line of business and internal partners to identify and drive client and prospect sales opportunities to achieve/reach revenue and portfolio growth objectives for the assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
• Participates in the development of detailed relationship plans for clients/prospects within the assigned client group to identify retention and new client acquisition opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres to applicable policies and procedures; proactively escalates issues and risks to leadership's attention.
• Consults with clients through various methods of communication (in person, email, voicemail, virtual meetings, etc.).
• Accurately reports sales efforts, progression, and revenue.

• Required Qualifications:
  • Bachelor's degree or equivalent combination of education and related work experience.
  • 3 years of sales experience of financial or treasury products and/or services.
• Preferred Qualifications:
  • 5+ years of Treasury/Cash Management Analyst experience
  • Deep knowledge of Treasury Management Solutions
  • Certified Treasury Professional

• Regular or Temporary:
  Regular
• Language Fluency:
  English (Required)
• Work Shift:
  
  1st shift (United States of America)
• Employment type:
  
  Full-time
• Job function:
  Consulting, Information Technology, and Sales

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off and holidays.

Some positions may be eligible for additional plans such as pension, restricted stock units, and/or deferred compensation. Details are provided during the hiring process and may vary by role and division. Truist is an Equal Opportunity Employer that does not discriminate on protected characteristics. Truist is a Drug Free Workplace.

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