Strategic Treasury Solutions Consultant

Truist; Baltimore (MD); On-site; USD 145,000 - 220,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Life Insurance

Disability insurance

401k plan

Vacation and sick days

Paid holidays

Job summary

Truist is seeking a seasoned Treasury Solutions sales professional to drive consultative sales and manage a portfolio of corporate and commercial clients in the United States. The role emphasizes working capital optimization, risk mitigation, and alignment with Truist’s Purpose, Mission and Values.

Responsibilities include developing relationship plans, collaborating with bankers and product partners, and delivering client working capital services such as receivables/payables reporting and

Qualifications

• 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.

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

Skills

Sales experience

Working capital knowledge

Education

Bachelor's degree or equivalent

Job description

Truist is seeking a seasoned Treasury Solutions sales professional to drive consultative sales and manage a portfolio of corporate and commercial clients in the United States. The role emphasizes working capital optimization, risk mitigation, and alignment with Truist’s Purpose, Mission and Values.

Responsibilities include developing relationship plans, collaborating with bankers and product partners, and delivering client working capital services such as receivables/payables reporting and