Treasury Sales Consultant - Specialized Industry; Energy Job Atlanta area,Georgia USA,Finance & Banking

Position: Treasury Sales Consultant - Specialized Industry (Energy)

Overview

Responsible for 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.

Essential Duties and Responsibilities

Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for 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 assigned client group to identify key retention and new client acquisition opportunities.

Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.

Adheres to and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.

Ability to consult with a client through various methods of communication in an effective manner (e.g., in person, email, voicemail, virtual meeting).

Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

Qualifications

Required Qualifications:

Bachelor's degree or an equivalent combination of education and related work experience.

5 years of sales experience of financial or treasury products and/or services.

Maintains deep understanding of bank's Working Capital solutions.

Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.

Preferred Qualifications:

7+ years of sales experience of financial or treasury products and/or services.

CFA Designation.

Maintains up-to-date knowledge of treasury trends & best practices.

Expected to be subject area experts in one or more specific skill sets, business areas or products.

Benefits

General description of available benefits for eligible employees. 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 division. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive paid vacation, sick days, and paid holidays.

For more details on Truist’s benefit plans, please visit the benefits site. Depending on the position and division, this job may also be eligible for pension plans, restricted stock units, and/or a deferred compensation plan. Additional details about benefits are provided during the hiring process based on full-time or part-time status and division.

Equal Employment Opportunity

Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace.

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