Treasury Solutions Growth Advisor

Truist; McLean (VA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist, headquartered in McLean, VA, seeks a seasoned Treasury Solutions sales professional to drive consultative sales of TS products to designated client groups, focusing on cash flow and working capital solutions. You will lead sales plans, collaborate with bankers and product partners, and manage a portfolio of clients requiring receivables, payables, and liquidity reporting.

Strong relationship skills and financial product knowledge are essential.

Qualifications

• Bachelor's degree or equivalent required; 5+ years of sales in financial or treasury products.
• Must obtain Certified Treasury Professional (CTP) within 12 months of start date.
• CFA designation is a plus and beneficial for market knowledge.

Responsibilities

• Execute a consultative sales plan for Treasury Solutions to assigned client groups.
• Develop and sustain partnerships with line of business and product partners to drive opportunities.
• Manage a portfolio of TS needs with working capital products and liquidity solutions.
• Provide accurate reporting of sales activities and revenue progress.

Skills

Sales experience

Treasury knowledge

Relationship management

Communication skills

Education

Bachelor's degree or equivalent

CTP Certification

CFA designation (preferred)

Tools

CTP/CFA knowledge

Job description

Truist, headquartered in McLean, VA, seeks a seasoned Treasury Solutions sales professional to drive consultative sales of TS products to designated client groups, focusing on cash flow and working capital solutions. You will lead sales plans, collaborate with bankers and product partners, and manage a portfolio of clients requiring receivables, payables, and liquidity reporting.

Strong relationship skills and financial product knowledge are essential.