Treasury Solutions Sales Executive

Truist; Washington (District of Columbia); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid vacation

Paid holidays

Job summary

Truist is seeking an experienced Treasury Solutions sales professional in Washington, DC to drive consultative sales with corporate and wealth clients. You will engage with line of business partners to identify opportunities and manage client relationships, focusing on working capital solutions and risk mitigation.

The role requires 5 years of treasury product sales, a CPA/CTP or equivalent within 12 months, and a Bachelor’s degree.

Qualifications

• Bachelor's degree or equivalent required.
• 5 years sales experience in financial or treasury products/services.
• Deep understanding of Working Capital solutions.
• CTP certification within 12 months of hire.

Responsibilities

• Execute sales plan and drive client opportunities to achieve revenue goals.
• Collaborate with bankers and product partners on strategic client plans.
• Independently manage a portfolio of TS clients and understand working capital concepts.
• Develop relationship plans to retain and acquire clients.

Skills

Sales

Treasury products

Relationship management

Financial services

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

CFA designation (preferred)

Tools

CRM (Salesforce)

Job description

Truist is seeking an experienced Treasury Solutions sales professional in Washington, DC to drive consultative sales with corporate and wealth clients. You will engage with line of business partners to identify opportunities and manage client relationships, focusing on working capital solutions and risk mitigation.

The role requires 5 years of treasury product sales, a CPA/CTP or equivalent within 12 months, and a Bachelor’s degree.