Treasury Sales Consultant - Middle Market

Truist; Richmond (VA); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Pension/RSU/Deferred comp

Job summary

Truist Financial Corporation in Richmond, VA seeks a consultative Treasury Solutions Sales professional to serve assigned client groups across Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management.

You will lead relationship planning, collaborate with product partners, manage a client portfolio, provide working capital services, and report on sales activity, with a base salary range of $120,000 to

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, collaborates with lines of business to drive client opportunities and portfolio growth.
• Fosters relationships with bankers and product partners for strategic client planning.
• Independently 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.
• Adheres to policies and escalates issues and risks as needed.
• Consults with clients via in-person, email, voicemail, and virtual meetings.
• Delivers accurate reporting of sales efforts, progression, and revenue.

Skills

Sales experience

Treasury products knowledge

Working capital solutions

Relationship management

Communication skills

CTP certification

CFA designation

Education

Bachelor's degree or equivalent

Job description

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

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 $120,000 - $175,000. 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. EEO is the Law E-Verify IER Right to Work About Truist 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.