Treasury Solutions Consultant jobs at Truist in United States, Raleigh
Truist Technology Business Office Consultant II United States, North Carolina, Raleigh
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.2. Apply deep subject-matter or functional expertise and breadth of industry knowledge to research, analyze, design, and/or maintain solutions and/or programs in support of changing business needs.
3. Provide strategic analysis and recommend actions to business leaders based on interpretation of findings. Exercise judgment based on multiple sources of information and knowledge acquired through work experience.5. Apply in-depth knowledge within own professional discipline and a broad understanding of concepts and principles of other related professional disciplines. Apply knowledge of best practices derived from experience and external networking to solve a range of complex strategic problems.
6. Provide a new perspective on existing solutions to solve complex problems. Explain and interpret complex, difficult, or sensitive information.
7. Lead projects or programs for strategic business initiatives with high risks and resource requirements.9. Oversee workflow, solve problems, coach, mentor, assist with interview and performance input. May supervise contractor-only teams or work efforts.
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 and eight years of experience or equivalent combination in general business management or consulting, with a wide variety of exposure to senior business executives.
2. In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline assigned (e.g., information technology, project management, finance, risk management, change management, etc.). Understand foundational concepts of other related professional disciplines.
3. Experience managing complex initiatives and projects with material strategic or operational impact to the business in terms of revenue, cost savings, or process improvement.
4. Ability to interpret and explain complex information to a range of senior executive audiences and build consensus among different stakeholders.
5. Advanced executive level communications skills, including persuasion, negotiation, and influence.
6. Experience leading, training, mentoring, and coaching other teammates.
1. Master's degree
2. Consulting experience
3. Financial services experience
4. If assigned to a specific area of focus, may require specific skills.
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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Truist Treasury Solutions Consultant United States, North Carolina, Raleigh
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
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.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. 3 years of sales experience of financial or treasury products and/or services.
1. 5+ years of Treasury/Cash Management Analyst experience
2. Deep knowledge of Treasury Management Solutions
3. Certified Treasury Professional
Share
Regular or Temporary:
English (Required)
1st shift (United States of America)
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.2. Apply deep subject-matter or functional expertise and breadth of industry knowledge to research, analyze, design, and/or maintain solutions and/or programs in support of changing business needs.
3. Provide strategic analysis and recommend actions to business leaders based on interpretation of findings. Exercise judgment based on multiple sources of information and knowledge acquired through work experience.5. Apply in-depth knowledge within own professional discipline and a broad understanding of concepts and principles of other related professional disciplines. Apply knowledge of best practices derived from experience and external networking to solve a range of complex strategic problems.
6. Provide a new perspective on existing solutions to solve complex problems. Explain and interpret complex, difficult, or sensitive information.
7. Lead projects or programs for strategic business initiatives with high risks and resource requirements.9. Oversee workflow, solve problems, coach, mentor, assist with interview and performance input. May supervise contractor-only teams or work efforts.
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 and eight years of experience or equivalent combination in general business management or consulting, with a wide variety of exposure to senior business executives.
2. In-depth knowledge of principles, practices, theories, and/or methodologies associated with the professional discipline assigned (e.g., information technology, project management, finance, risk management, change management, etc.). Understand foundational concepts of other related professional disciplines.
3. Experience managing complex initiatives and projects with material strategic or operational impact to the business in terms of revenue, cost savings, or process improvement.
4. Ability to interpret and explain complex information to a range of senior executive audiences and build consensus among different stakeholders.
5. Advanced executive level communications skills, including persuasion, negotiation, and influence.
6. Experience leading, training, mentoring, and coaching other teammates.
1. Master's degree
2. Consulting experience
3. Financial services experience
4. If assigned to a specific area of focus, may require specific skills.
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
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