Treasury Solutions Consultant

5 days ago


Pittsburgh, Pennsylvania, United States Truist Full time
Job Description

Job Summary:

We are seeking a highly skilled Treasury Solutions Consultant to join our team at Truist. As a key member of our team, you will be responsible for providing consultative sales of Treasury Solutions products and services to assigned client groups.

Key Responsibilities:

  • Execute sales plans and develop strong partnerships with internal stakeholders to identify and drive client and prospect sales opportunities.
  • Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
  • Independently manage a portfolio of clients with Treasury Solutions needs, requiring general knowledge of banking and Treasury products and services as well as working capital concepts.
  • Participate in the development of detailed relationship plans for clients/prospects within assigned client groups to identify key retention and new client acquisition opportunities.
  • Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
  • Adhere to and follow all applicable policies and procedures, and proactively escalate issues and risks to leadership's attention.
  • Consult with clients through various methods of communication in an effective manner.
  • Accurately report sales efforts, sales effort progression, and sales revenue.

Qualifications:

  • 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.

Preferred Qualifications:

  • 5+ years of Treasury/Cash Management Analyst experience.
  • Deep knowledge of Treasury Management Solutions.
  • Certified Treasury Professional.

Benefits:

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays.

Equal Employment Opportunity:

Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.



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