North Carolina Staffing
Treasury Solutions Consultant - Healthcare
North Carolina Staffing, Raleigh, North Carolina, United States, 27601
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
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. 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 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. 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.
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
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. 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 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. 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.