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Financial Solutions Advisor

2 months ago

Charlotte, North Carolina, United States Truist Full time
Job Overview:

The Treasury Solutions Consultant plays a pivotal role in fostering robust partnerships with internal stakeholders to enhance client sales initiatives. This position is essential in managing a diverse portfolio of clients with specific Treasury Services requirements.

Key Responsibilities:
  • Establishes and nurtures strong collaborations with internal teams to promote client sales opportunities.
  • Oversees a portfolio of clients requiring Treasury Services, ensuring their needs are met effectively.
  • Engages in strategic client relationship planning and offers tailored working capital solutions.
  • Communicates with clients through various channels, ensuring clarity and effectiveness in all interactions.
  • Maintains precise sales reporting to track performance and opportunities.
Essential Qualifications:
  • Bachelor's degree or equivalent experience.
  • A minimum of 5 years in sales, specifically within financial or treasury products/services.
  • In-depth knowledge of the bank's Working Capital solutions.
  • Certification as a Treasury Professional (CTP) is required within the first year of employment.
  • Willingness to travel as necessary.
Preferred Qualifications:
  • Over 7 years of sales experience in financial or treasury products/services.
  • Possession of a CFA Designation.
  • Current knowledge of Treasury Trends and Best Practices.
  • Expertise in specific skill sets or products related to the field.
Benefits Offered:
  • Comprehensive medical, dental, vision, and life insurance options, along with disability benefits.
  • 401k retirement plan.
  • Generous vacation days, sick leave, and paid holidays.