2 Treasury Solutions Consultant Jobs in Spartanburg, SC
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Truist Bank is Hiring a Treasury Solutions Consultant Near Spartanburg, SC
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Regular or Temporary:
RegularLanguage 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.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
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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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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Job Summary
Full Time
Banking
$45k-58k (estimate)
04/03/2024
05/03/2024
truist.com
CHARLOTTE, NC
>50,000
2019
Public
KELLY S KING
$10B - $50B
Banking
Related Companies
About Truist Bank
Truist is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.
The job skills required for Treasury Solutions Consultant include Treasury, Life Insurance, Leadership, Collaboration, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Treasury Solutions Consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Treasury Solutions Consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Treasury Solutions Consultant positions, which can be used as a reference in future career path planning. As a Treasury Solutions Consultant, it can be promoted into senior positions as a Treasury Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Treasury Solutions Consultant. You can explore the career advancement for a Treasury Solutions Consultant below and select your interested title to get hiring information.
