Strategic Treasury Solutions Advisor

Truist; Frederick (MD); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical benefits

Paid vacation

401(k) plan

Job summary

Truist in Frederick, MD seeks a consultative sales professional for Treasury Solutions across multiple client groups. Drive revenue and portfolio growth with cash flow management and risk mitigation, collaborating with internal partners.

The role requires a Bachelor's degree or equivalent, 5 years of sales experience in financial products, and a plan to obtain a CTP within 12 months. Base salary is competitive with incentives.

Qualifications

• Bachelor's degree or equivalent required.
• 5 years of sales experience in financial or treasury products.
• Must obtain Certified Treasury Professional within 12 months.

Responsibilities

• Executes sales plan and drives client and prospect opportunities to meet revenue goals.
• Fosters relationships with bankers and product partners for strategic planning.
• Manages a portfolio of TS clients with working capital needs.
• Develops relationship plans to identify retention and acquisition opportunities.
• Provides client working capital services and liquidity solutions.
• Adheres to policies and escalates risks when needed.
• Consults with clients via in-person or virtual channels.

Skills

Sales experience

Treasury products

Relationship management

Working capital

Education

Bachelor's degree or equivalent

CTP certification within 12 months

Job description

Truist in Frederick, MD seeks a consultative sales professional for Treasury Solutions across multiple client groups. Drive revenue and portfolio growth with cash flow management and risk mitigation, collaborating with internal partners.

The role requires a Bachelor's degree or equivalent, 5 years of sales experience in financial products, and a plan to obtain a CTP within 12 months. Base salary is competitive with incentives.