Wholesale Solutions Consultant

Overview

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for assisting Treasury Solutions sales in closing deals that involve solutions of multiple and technically complex products to meet potentially customized and unique client needs. Also responsible for business development efforts to drive revenue growth of assigned products with a focus on the sale of assigned complex technical solutions. Supports cross-divisional solution development priorities of Treasury Solutions products and services.

Collaborates with other divisional team to recommend actions from a segment perspective to further monetize new and existing products/services.

• Operate as a resource for Sales Officers with assigned responsibility for specific subject matter needs that may encompass any range of solutions across the Cash Management/Treasury Management, Commercial Deposits, Retail Payments, International Services and Payroll Services business units.
• Serve as the primary technical product expert to span all relevant channels and lines of business to engineer and articulate strategic product alternatives to “C” level executives and business owners.
• Assess, assemble, coordinate and lead stakeholders to function as deal teams for larger, complex payment business opportunities.
• Participate in individual and joint sales calls with Treasury Management Sales Officers to identify needs and establish and demonstrate TRUIST’s value proposition as part of the sale and implementation of integrated payments solutions.
• Interact in the sales process to cover all steps of client or prospect qualification, situation analysis, solution presentation, issue resolution, close and implementation including: technical evaluation of client’s environment or situation, product demonstration, positioning of solutions against competitor offerings, resolution of technical objections, close of technical sale, implementation support and follow-up to ensure demonstration of value proposition conveyed during the sales process.
• Interact regularly with Product Management to identify and consult on new product ideas, recommend creative/innovative application of existing products, share competitive intelligence, and serve as a resource for concept testing and product launch.
• Gather, analyze and track industry trends around assigned area of expertise. Develop and deliver formal presentations for both internal and external use based on observed trends.
• Serve as a subject matter expert in Treasury Management training activities.
• Participate in focus groups and business case development activities to determine market potential.
• Maintain superior level of industry knowledge and be capable of moving clients from paper to electronic offerings.
• Engage clients and facilitate whiteboard sessions to help with reengineer Payables and Receivables processes, driving process improvement and solution adoption.

• Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, Computer Science, or equivalent education and related training.
• 5 years of financial institutional experience, including 2-3 years of experience in Treasury Management specifically on the consulting side.
• Consultative sales ability, able to make presentations to small and large audiences.
• Overall knowledge of corporate treasury operations, working capital management, domestic and international payments, collection and clearing systems, and supporting technologies.
• Mastery of general…