Strategic Treasury Solutions Sales Consultant

Truist; McLean (VA); On-site; USD 145,000 - 220,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and holidays

Sick days

Job summary

Truist offers a Treasury Solutions sales role in McLean, VA, focusing on consultative selling of cash flow management and liquidity products. You will manage a portfolio across Corporate & Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking and Wealth Management, aligning solutions with client needs.

The role requires a bachelor’s degree plus 5 years of treasury product sales experience; CTP certification within 12 months is expected, with

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 5 years of sales experience of financial or treasury products.
• 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 (preferred).
• CFA designation (preferred).
• Knowledge of Treasury Trends & Best Practices (preferred).
• Subject matter expert in one or more specific skill sets, business areas or products (preferred).

Responsibilities

• Executes sales plan and drives revenue and portfolio growth for assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities.
• Manages a portfolio of TS clients with working capital needs.
• Develops detailed relationship plans for clients/prospects to identify retention opportunities.
• Provides working capital services including receivables, payables, information reporting and liquidity solutions.
• Adheres to all policies and escalates risks as needed.
• Consults with clients via in-person, email, voicemail or Virtual Meeting.
• Reports sales efforts and revenue progression accurately.

Skills

Sales experience

Working capital concepts

Client relationship building

Consultative selling

Education

Bachelor's degree or equivalent

Job description

Truist offers a Treasury Solutions sales role in McLean, VA, focusing on consultative selling of cash flow management and liquidity products. You will manage a portfolio across Corporate & Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking and Wealth Management, aligning solutions with client needs.

The role requires a bachelor’s degree plus 5 years of treasury product sales experience; CTP certification within 12 months is expected, with