Treasury Sales Consultant - Middle Market

Truist; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Truist Wealth seeks a Senior Treasury Solutions Sales professional to drive consultative sales of TS products to key client groups, leveraging working capital strategies to mitigate risk and grow revenue. The role emphasizes collaboration with bankers and product teams across Corporate, Commercial, and Wealth Management segments.

You will independently manage a TS client portfolio, develop relationship plans, and provide liquidity and reporting solutions while adhering to Truist policies and

Qualifications

• Bachelor's degree or equivalent education/experience.
• 5 years of sales experience in financial or treasury products.
• Deep understanding of working capital solutions.
• Must obtain CTP within 12 months of starting.
• 7+ years of sales experience (preferred).
• CFA designation (preferred).
• Knowledge of treasury trends and best practices.

Responsibilities

• Executes sales plan and drives client revenue and portfolio growth for TS.
• Partners with bankers/product teams to identify opportunities.
• Manages a portfolio of TS clients with working capital needs.
• Develops detailed relationship plans for clients and prospects.
• Provides working capital solutions including receivables, payables, info reporting and liquidity.
• Adheres to all policies and escalates risks.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports on sales efforts and revenue accurately.

Skills

Relationship management

Communication

Consultative selling

Education

Bachelor's degree or equivalent

CTP Certification within 12 months

CFA designation (preferred)

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:

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:

• 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

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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. EEO is the Law E-Verify IER Right to Work

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.