Treasury Sales Consultant - Middle Market

Truist; Baltimore (MD); On-site; USD 165,000 - 215,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid time off

Job summary

Truist is seeking a proactive Treasury Solutions sales professional to drive consultative sales across multiple client groups, focusing on cash flow management and working capital solutions. Build strong partnerships with bankers and product partners to identify opportunities and grow revenue.

The role requires managing a portfolio of TS needs, developing detailed relationship plans, and delivering liquidity and information reporting solutions while adhering to policies and reporting accurately

Qualifications

• Bachelor's degree or equivalent combination of education and related work experience.
• 5 years of sales experience in financial or treasury products.
• Deep knowledge of Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months.
• 7+ years of sales experience in financial/treasury products.
• CFA designation.
• Up-to-date knowledge of Treasury Trends & Best Practices.
• Subject matter expert in one or more specific skill sets.

Responsibilities

• Executes sales plan, partners with lines of business to identify and drive client opportunities.
• Fosters relationships with bankers and product partners for strategic planning.
• Manages a portfolio of TS needs with working capital concepts.
• Develops detailed relationship plans for clients and prospects.
• Provides client working capital services including receivables/payables/reporting and liquidity solutions.
• Escalates issues and risks to leadership when needed.
• Consults with clients via in-person or virtual methods.
• Reports on sales efforts, progression, and revenue.

Skills

Sales experience

Banking knowledge

Working capital

Education

Bachelor's degree or equivalent

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.

Essential Duties And 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

Qualifications

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 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

Preferred Qualifications

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

The annual base salary for this position is $165,000 - $215,000. Additional incentive pay is available for this position.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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