Treasury Solutions Consultant - Specialized Industries (HHG)

Truist; Houston (TX); Presencial; USD 120.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Descripción de la vacante

Truist is seeking a financial professional in Houston, Texas to consultative sales of Treasury Solutions products to Higher Education and Government clients. This role requires strong relationship management and a deep understanding of financial products.

Qualified candidates will have a Bachelor's degree and 5 years of sales experience in relevant financial services. The position offers a competitive salary ranging from $120,000 to $175,000 annually, with additional incentive pay.

Formación

• 5 years of sales experience in financial or treasury products.
• Knowledge of Treasury Trends & Best Practices.
• Certified Treasury Professional (CTP) required within 12 months.

Responsabilidades

• Develop and execute sales plans for treasury solutions.
• Manage a portfolio of clients and strategize client planning.
• Provide working capital services to clients.

Conocimientos

Sales of financial or treasury products

Consultative communication

Client management

Educación

Bachelor's degree or equivalent work experience

Herramientas

Treasury management software

Descripción del empleo

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Job Description

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Higher Education and Government) 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.
• Experience consulting Higher Education and/or Government entities.
• 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.

Salary

The annual base salary for this position is $120,000 - $175,000. Additional incentive pay is available for this position.

Benefits

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