Treasury Sales Consultant - Middle Market

Truist Bank; Washington (District of Columbia); On-site; USD 165,000 - 215,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation seeks a sales-focused Treasury Services professional in Washington, DC. You will drive client opportunities, collaborate with bankers and product teams, and manage a portfolio of clients with working capital needs.

A bachelor’s degree or equivalent and 5 years of sales experience in financial/treasury products are required, with a CTP to be obtained within 12 months. Preferred candidates have 7+ years of sales experience, CFA designation, and up-to-date treasury

Qualifications

• Bachelor's degree or equivalent; related work experience acceptable.
• CTP credential required within 12 months of start; CFA is a plus.
• Knowledge of Working Capital solutions and treasury products/services preferred.

Responsibilities

• Executes sales plan and develops partnerships with lines of business to drive client opportunities and portfolio growth.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of clients with working capital needs and treasury product knowledge.

Skills

Sales experience

Working capital knowledge

Relationship management

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

CFA designation

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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. 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. 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
3. 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. 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. 5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
6. 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
7. 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. 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

QUALIFICATIONS

Required Qualifications

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

Preferred Qualifications

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