The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Treasury solutions, Consultative sales, Working capital management, Risk mitigation, Relationship management
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Kaufman Rossin
Tax Manager
Fort Lauderdale, Florida, United States · Hybrid
Senior
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About You: Are you looking to use your engineering background to solve client needs? Are you always thinking outside the box? Do you enjoy managing a project from start up to completion? If the answer is, “Yes!” then we …
About You: Do you have an extreme commitment to safety? Are you a hard-working leader that never settles for less than superior quality? Do you prefer to manage the construction process from outside the trailer? If the a…
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Fort Lauderdale, Florida, United States · On-site
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JM Wireless -FL Coral Ridge Mall -RSM-Metro by T-Mobile
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$30/hr–$62/hr
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Overview We are seeking a detail-oriented and proactive Credit Specialist to lead all business administrative and collection efforts for our rapidly growing Onsite Re-Rental program supporting the Mission Critical Region…
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Full-time
bachelor degree, professional certificate
Medical, Dental, Vision, Life insurance, Disability insurance, Accidental death and dismemberment insurance
Posted 9d ago
~40 hrs/week
Responsibilities
The Treasury Sales Consultant is responsible for the consultative sales of treasury solutions to a diverse client portfolio to drive revenue and portfolio growth. They must foster strong partnerships with internal stakeholders and manage client relationships through effective working capital and risk mitigation strategies.
Requirements
Candidates must have at least 5 years of sales experience in financial or treasury products and a bachelor's degree. A Certified Treasury Professional (CTP) designation is required within 12 months of hire, with a CFA designation preferred.
Full job description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) 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 Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. 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. 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 3. 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 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities 5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.). 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or an equivalent combination of education and related work experience 2. 5 years of sales experience of financial or treasury products and/or services 3. Maintains deep understanding of bank's Working Capital solutions 4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Preferred Qualifications: 1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation 3. Maintains up to date knowledge of Treasury Trends & Best Practices 4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 the division of Truist offering the position. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
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