Treasury Solutions Sales Consultant - Cash Flow Expert

Truist; Washington (District of Columbia); On-site; USD 125,000 - 185,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid vacation

Paid holidays

Disability insurance

Job summary

Truist is seeking a senior treasury sales professional to expand the bank's Treasury Solutions offerings to corporate and real estate clients in the Washington, DC area.

Your focus will be on consultative sales of cash flow management and working capital products, building relationships with bankers and product partners, and delivering client-centric liquidity solutions. The role requires a strong banking background and the ability to manage complex portfolios with a strategic plan.

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.

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

Skills

Sales experience

Relationship management

Client consultation

Strategic planning

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

CFA Designation (preferred)

Job description

Truist is seeking a senior treasury sales professional to expand the bank's Treasury Solutions offerings to corporate and real estate clients in the Washington, DC area.

Your focus will be on consultative sales of cash flow management and working capital products, building relationships with bankers and product partners, and delivering client-centric liquidity solutions. The role requires a strong banking background and the ability to manage complex portfolios with a strategic plan.