Talent.com
Truist
Treasury Solutions Consultant - Specialized IndustryTruist • Charlotte, NC, United States
Treasury Solutions Consultant - Specialized Industry

Treasury Solutions Consultant - Specialized Industry

Truist • Charlotte, NC, United States
Less than 1 hour ago
Salary
$145,000.00–$185,000.00 yearly
Job type
  • Full-time
  • Part-time
Job description

Job Title

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group 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 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.

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.

Salary Range

The annual base salary for this position is $145,000 - $185,000. Additional incentive pay is available for this position.

Benefits

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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.

Create a job alert for this search

Treasury Solutions Consultant - Specialized Industry • Charlotte, NC, United States

Similar jobs

Automotive Controller

Duke Chevrolet GMCPineville, NC, United States
Full-time

Reports to: Chief Financial Officer (CFO).Position Overview: As our business expands, we are seeking a driven Controller to oversee and ensure the precision of our financial statements.The Controll... Show more

 • Promoted

Senior Treasury Analyst (remote)

First AmericanFort Mill, SC, United States
Remote
Full-time

ServiceMac Treasury AnalystThis is a unique opportunity for a well-established and motivated Treasury professional.This individual will be a valued member of the Treasury Department reporting to th... Show more

 • Promoted

SAP Treasury Senior Consultant

DeloitteCharlotte, NC, United States
Full-time

SAP Treasury Senior Consultant.Step into a role where you'll help shape the future of finance.As part of our Finance Transformation team, you'll collaborate with CFOs, finance leaders, and executiv... Show more

 • Promoted

Director, Treasury

Talcott Financial GroupCharlotte, NC, United States
Full-time

Talcott Financial Group* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions.Talcott creatively designs and expertly delivers responsive sol... Show more

 • Promoted

Automotive Controller

Ford of HarveyPineville, NC, United States
Full-time

Reports to: Chief Financial Officer (CFO).Position Overview: As our business expands, we are seeking a driven Controller to oversee and ensure the precision of our financial statements.The Controll... Show more

 • Promoted

Automotive Controller

Mills Automotive GroupPineville, NC, United States
Full-time

Reports to: Chief Financial Officer (CFO).Position Overview: As our business expands, we are seeking a driven Controller to oversee and ensure the precision of our financial statements.The Controll... Show more

 • Promoted

Principal Solutions Consultant, Financial Services & Insurance

Charlotte StaffingCharlotte, NC, United States
Full-time

Principal Solutions Consultant, Financial Services & InsuranceJoin Pega's dynamic Solutions Consulting team, where you'll play a pivotal role in driving transformative outcomes for enterprise c... Show more

 • Promoted

New Home Sales Consultant

True HomesStatesville, NC, United States
Full-time

Location 255 Arey Road, Statesville, NC, 28677, United States.Job Category Real Estate, Sales. Show more

 • Promoted

Controller

Ferretti SearchFort Mill, SC, United States
Full-time

The Controller role will be responsible for overseeing, coordinating, and maintaining all accounting operations, including financial reporting, budgeting, forecasting, and internal controls.In addi... Show more

 • Promoted

Remote - Oracle Financial / EPM Consultant (Onsite)

Zibal TechnologiesCharlotte, NC, United States
Remote
Full-time

Role :Oracle Financial / EPM Consultant Location :Charlotte, NC (Hybrid) Type :Contract W2 Candidates :With minimum validity of 12 months Preferred qualifications :Oracle EPM Cloud certification in... Show more

 • Promoted

Associate Director- Equipment Finance Capital Markets (Remote)

Atlantic Union BankFort Mill, SC, United States
Remote
Full-time

DescriptionPosition DescriptionThe Associate Director (the Associate Director) acts as a vital teammate to the Managing Director of Capital Markets to :identify, develop and strengthen relationship... Show more

 • Promoted

Client Solutions Consultant - Engine by Starling

Starling BankCharlotte, NC, United States
Full-time

Engine by Starling is transforming the banking landscape with our cutting-edge core banking software.Originally developed to power Starling, our cloud-native SaaS platform is now enabling banks and... Show more

 • Promoted

Assistant Controller

Pratt IndustriesRock Hill, SC, United States
Full-time

At Pratt Industries, we believe that putting our people first is the foundation of our success.As part of our dynamic and collaborative finance team, your role directly contributes to our vision of... Show more

 • Promoted

Management Trainee

Enterprise HoldingsRock Hill, SC, United States
Full-time

Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more

 • Promoted

Loss Analysis Specialist

Two Harbors Investment CorpFort Mill, SC, United States
Full-time

The Loss Analysis Specialist is responsible for monitoring and completing all activities related to the loss analysis review of all claims in accordance with statutory compliance, regulatory compli... Show more

 • Promoted

Account Executive - Treasury

DebtBookCharlotte, NC, United States
Full-time

WHO WE ARE:DebtBook is an industry-leading fintech software platform that revolutionizes the way local government, higher education, and healthcare finance teams work.Our powerful, cloud-based soft... Show more

 • Promoted

Automotive Controller

Nissan WilliamsburgPineville, NC, United States
Full-time

Reports to: Chief Financial Officer (CFO).Position Overview: As our business expands, we are seeking a driven Controller to oversee and ensure the precision of our financial statements.The Controll... Show more

 • Promoted

Estimator - BETCO

Janus InternationalStatesville, NC, United States
Full-time

Provide accurate and timely cost & sales price estimates for prospective mini storage projects.Prepare estimates, estimate drawings and proposal/contract based on quantity take-off.Analyze the proj... Show more

 • Promoted

Senior Financial Consultant | Finance [COC0041238]

ProSidian ConsultingCharlotte, NC, United States
Full-time

Senior Financial Consultant | Finance.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading p... Show more

 • Promoted

Senior Collections Specialist (remote)

82-3070213 ServiceMac, LLCFort Mill, SC, United States
Remote
Full-time

Who We AreServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry.ServiceMac is focused on providing superior technology, products, a... Show more