Treasury Solutions Consultant – Hospitals – Higher Education – And Government – Hhg
| Company | Truist |
|---|---|
| Location | Nashville, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- 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.
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 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 (ex. In person, email, voicemail, Virtual Meeting, etc.).
- Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.
Preferred Qualifications
- 5+ years of Treasury/Cash Management Analyst experience
- Deep knowledge of Treasury Management Solutions
- Certified Treasury Professional