Treasury Solutions Consultant - Specialized Industry

Truist; Washington (District of Columbia); On-site; USD 145,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and holidays

Job summary

Truist in Washington, DC seeks a consultative sales professional for Treasury Solutions, covering Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management. You will drive revenue growth with working capital solutions, collaborating with bankers and product teams to create strategic plans.

The role requires a Bachelor’s degree and 5 years of sales in financial/treasury products, with a CTP within 12 months;

Qualifications

• Bachelor's degree or equivalent work experience.
• 5 years of sales experience in financial/treasury products.
• Deep understanding of Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months.

Responsibilities

• Executes sales plan and partners with lines of business to drive client opportunities and revenue growth.
• Forges relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of TS clients with working capital needs and treasury product knowledge.
• Develops detailed relationship plans to identify retention and new client opportunities.
• Provides client working capital services including receivables, payables, reporting and liquidity solutions.
• Adheres to policies and escalates risks to leadership.
• Consults with clients via in-person, email, voicemail and virtual meetings.
• Accurately reports on sales efforts, progress, and revenue.

Skills

Sales experience

Treasury knowledge

Relationship management

Education

Bachelor's degree or equivalent

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

The annual base salary for this position is $145,000 - $185,000. 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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