Full-Time

Commercial Card Sales Consultant

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior

Nashville, TN, USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • 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
  • 7+ years of sales experience of financial or treasury products and/or services (preferred)
  • CFA Designation (preferred)
  • Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)
  • Expected to be subject area experts in one (or more) specific skill sets, business areas or products (preferred)
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.

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

22%

1 year growth

40%

2 year growth

73%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Collaboration with Orion enhances performance reporting capabilities for RIAs.
  • Digital fixed-income trading launch expands Altruist's service offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Frequent platform updates may increase operational costs and disrupt services.

What makes Truist unique

  • Altruist offers commission-free fractional share trading, attracting cost-conscious RIAs.
  • The platform includes a model marketplace for personalized investment strategies.
  • Altruist provides a vertically-integrated custodian service to streamline RIA operations.

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