Treasury Sales Consultant - Middle Market

Truist; Iselin (PA); On-site; USD 145,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid sick days

Job summary

Truist is seeking a consultative sales professional to drive Treasury Solutions for an assigned client group, focusing on cash flow management, risk mitigation, and working capital optimization. You will partner with bankers and product teams to identify opportunities and manage a diverse client portfolio.

The role requires 5 years of sales experience in financial or treasury products, a Bachelor’s degree, and the ability to obtain CTP within 12 months.

Qualifications

• Bachelor’s degree or 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 and drives client and prospect opportunities to meet revenue and portfolio growth.
• Fosters relationships with bankers and product partners for strategic planning.
• Manages a portfolio of TS clients with working capital needs.
• Develops detailed relationship plans to identify retention and new client opportunities.
• Provides client working capital services including receivables, payables, information reporting and liquidity solutions.
• Escalates issues and risks to leadership as needed.
• Communicates with clients via in-person, email, or virtual meetings.

Skills

Sales experience

Treasury products

Relationship management

Client engagement

Education

Bachelor’s degree

CTP within 12 months

Job description

Need Help?

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
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. 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.
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. 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
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership’s attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. 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.

1. Bachelor’s degree or an equivalent combination of education and related work experience
2. 5 years of sales experience of financial or treasury products and/or services
3. Maintains deep understanding of bank’s Working Capital solutions
4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Preferred Qualifications:

1. 7+ years of sales experience of financial or treasury products and/or services
2. CFA Designation
3. Maintains up to date knowledge of Treasury Trends & Best Practices
4. 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 $145,000 - $200,000. 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. 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.

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