Treasury Solutions Consultant - Specialized Industry (Healthcare)

Truist; Charlotte (NC); On-site; USD 145,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401(k) plan

Paid vacation

Job summary

Truist Wealth is seeking a senior Treasury Solutions sales professional to advise assigned client groups—Corporate, Commercial Real Estate, Business Banking and Wealth Management—on cash flow management and liquidity solutions. You will drive revenue via a consultative approach focused on risk mitigation and client value.

You will manage a diverse client portfolio, coordinate with bankers and product teams, and develop strategic relationship plans to expand opportunities, while ensuring

Qualifications

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

Responsibilities

• Execute sales plan and drive client/prospect sales opportunities to grow revenue and portfolio.
• Foster relationships with bankers and product partners for strategic planning.
• Manage a portfolio of TS clients with knowledge of banking and TS products.
• Develop detailed relationship plans to identify retention and acquisition opportunities.
• Provide client working capital services including receivables, payables, reporting and liquidity solutions.
• Adhere to policies and escalate issues to leadership as needed.
• Consult with clients via in-person, email or virtual meetings.
• Report sales efforts and revenue accurately.

Skills

Sales experience

Treasury products knowledge

Working capital concepts

Client 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)

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

• 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

• 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 - $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.

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.