Overview In this role you drive consultative selling of Treasury Solutions to a defined client group, aligning cash flow and working capital needs with risk mitigation. You will partner with businesses and internal specialists to grow revenue and expand client portfolios. You'll manage a portfolio of clients, develop strategic relationship plans, and offer liquidity and information reporting solutions. The role combines client engagement, cross-functional collaboration, and adherence to policy and risk controls, within Truist's values and mission.
Compensation / Benefits- medical, dental, vision
- life insurance
- disability
- 401k plan
- vacation and sick days
- paid holidays
Responsibilities- Execute the sales plan and collaborate with business lines to identify and pursue revenue and portfolio growth opportunities.
- Foster partnerships with bankers and product partners for strategic client planning.
- Independently manage a TS-focused client portfolio with knowledge of banking and working capital products.
- Develop relationship plans to identify retention and new client acquisition opportunities.
- Provide working capital services and solutions, including receivables/payables, information reporting and liquidity products.
- Adhere to policies and procedures; escalate issues and risks as needed.
- Consult with clients effectively across in-person and remote communications.
- Accurately report on sales activities, progress, and revenue.
Key requirements- Bachelor
- 3 years of sales experience in financial or treasury products/services
- excellent communication
- relationship-building
- collaboration
- knowledge of Treasury Management Solutions
- working capital concepts
- treasury/cash management products
