资金销售顾问 - 商业领域
Treasury Sales Consultant - Commercial
职位描述如下。如需申请，请点击本页面顶部或底部的“立即申请”按钮。点击“立即申请”并完成申请后，您将被邀请创建个人资料，以便查看您的申请状态和相关沟通信息。如果您已拥有我们的个人资料，可以登录以查看状态。
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常规或临时：
常规语言流利度：英语（必需）
工作班次：
第一班次（美国）
请阅读以下职位描述：
负责向指定客户群体（即公司与投资银行、商业房地产、商业社区银行、企业银行业务、中小企业银行业务以及财富管理）提供资金解决方案（TS）产品的咨询销售，通过现金流管理/营运资金方法，重点关注风险缓解，并基于Truist的宗旨、使命和价值观。
主要职责和任务
以下是该职位的主要职能摘要。其他职责可能包括重大或次要任务，未在此列出。具体活动可能会随时间而变化。
1. 执行销售计划，与业务部门和其他内部合作伙伴建立牢固的合作关系，以识别并推动客户和潜在客户的销售机会，实现/超越指定客户组合的收入和组合增长目标。
2. 与银行家和产品合作伙伴建立关系，协作开展机会并参与战略客户规划。
3. 独立管理具有TS需求的客户组合，需要对银行业务和TS产品及服务有基本了解，以及对营运资金概念的理解。
4. 参与制定指定客户群体内客户/潜在客户的详细关系计划，以识别关键客户保留和新客户获取机会。
5. 负责提供客户营运资金服务和解决方案，包括应收账款、应付账款、信息报告和流动性解决方案。
6. 遵守所有适用的政策和程序。主动将问题和风险上报给管理层。
7. 能够通过多种沟通方式与客户进行咨询。
查看英文原文
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Need Help?
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:
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.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. 3 years of sales experience of financial or treasury products and/or services.
Preferred Qualifications:
1. 5+ years of Treasury/Cash Management Analyst experience
2. Deep knowledge of Treasury Management Solutions
3. Certified Treasury Professional
The annual base salary for this position is $115,000 - $150,000. Additional incentive pay is available for this position.
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.
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Originally posted on Himalayas