Commercial Card Sales Consultant jobs at Truist
Truist Credit Sales VP United States, New York, New York
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Regular or Temporary:
English (Required)
1st shift (United States of America)Cultivate relationships with institutional investors / buy-side clients in order to distribute primary and secondary corporate bonds.
Essential Duties and Responsibilities
1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities.
2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts.
3. Works with Syndicate and DCM to get reverse inquiry for issuing clients.5. Support the risk management needs of the trading desk through active sales engagement
Specific to level:
1. Experience in financial markets
2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions
3. Consistently meeting quality individual revenue goals from a variety of FI investors.
Required Qualifications
1. BA/BS degree
2. 8 years of related work experience
3. In-depth knowledge of Credit industry, market, and products
4. Track record of revenue generation and entrepreneurial nature
5. Prudent risk management skills
6. Advanced analytical and technical skills combined with a problem solving attitude
7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
1. CFA and/or MBA degree, with a Finance focus
2. 10 years of related work experience
3. Experience in mentoring and coaching junior talent
4. Technology / Coding experience (Python, R, VBA, ect.)
- The annual base salary for this position in New York is $250,000
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Truist Commercial Banker III United States, Florida, Miami
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Regular or Temporary:
English (Required)
1st shift (United States of America)Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.
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.
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 equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
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Truist Commercial Client Specialist United States, Georgia
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Regular or Temporary:
English (Required)
1st shift (United States of America)
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.
Loan Support
Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.
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.
High School diploma, or equivalent education and related training Three years of related experience, preferably within financial services Good communication skills, both written and verbal, in relating to internal and external clients and contacts Good organizational skills Ability to complete all core courses outlined in the CCS training curriculum Demonstrated proficiency in basic computer applications, such as Microsoft Office software products, etc.
Preferred Qualifications:
Associate’s degree in related field Possess working product knowledge of bank services and Financial Services Industry Possess math aptitude with ability to grasp general accounting and financial concepts Possess working knowledge of excel and/or reporting applications
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Truist Treasury Sales Consultant United States, Virginia
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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. 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
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
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Truist Client Care Servicing Specialist-Consumer Card United States, North Carolina, Greensboro
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
4. Identify and escalate, as necessary, bank errors and regulatory concerns that pose a risk to the bank.
5. Inform and educate clients on their self-service options through various Truist technologies to improve their individual banking experience.
6. Follow established policies, procedures, guidelines, regulations, and laws to protect both our clients and Truist from any unnecessary risk.
7. Embrace ongoing personal and professional growth and development by participating in required and voluntary educational opportunities, business resource group (BRG) activities and other work-related activities.
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.
2. One year of client servicing work experience (call center, retail, hospitality, medical, etc.)
3. Proficiency in computer applications (e.g. Windows, Microsoft Office), technical skills, interpersonal abilities, problem-solving skills and ability to work efficiently across multiple platforms
4. Proficiency in written and verbal communications (including grammar and spelling)
5. Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
2. Prior experience in a client-facing role
3. Background in supported departments and/or products
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Truist Commercial Banker Greensboro NC United States, North Carolina, Greensboro
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Regular or Temporary:
English (Required)
1st shift (United States of America)Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I – III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion.
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.
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 equivalent education and related training
- More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships
- Strong command of credit and finance Excellent verbal and written communication skills
- Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
These jobs might be a good fit
Truist Treasury Solutions Consultant - Middle Market United States, Ohio, Cleveland
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. 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
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
These jobs might be a good fit
Regular or Temporary:
English (Required)
1st shift (United States of America)Cultivate relationships with institutional investors / buy-side clients in order to distribute primary and secondary corporate bonds.
Essential Duties and Responsibilities
1. Provide insights and market color from strategic accounts to help trading desk manage market opportunities.
2. Deliver a comprehensive platform of senior management, trading, research and syndicate teammates to our strategic accounts.
3. Works with Syndicate and DCM to get reverse inquiry for issuing clients.5. Support the risk management needs of the trading desk through active sales engagement
Specific to level:
1. Experience in financial markets
2. Understanding of different sales approaches using credit skills and market knowledge to manage client transactions
3. Consistently meeting quality individual revenue goals from a variety of FI investors.
Required Qualifications
1. BA/BS degree
2. 8 years of related work experience
3. In-depth knowledge of Credit industry, market, and products
4. Track record of revenue generation and entrepreneurial nature
5. Prudent risk management skills
6. Advanced analytical and technical skills combined with a problem solving attitude
7. Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
1. CFA and/or MBA degree, with a Finance focus
2. 10 years of related work experience
3. Experience in mentoring and coaching junior talent
4. Technology / Coding experience (Python, R, VBA, ect.)
- The annual base salary for this position in New York is $250,000
These jobs might be a good fit
