Treasury Sales Consultant - Middle Market

About the role

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client groups (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.

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.
• Provides client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
• Adheres to and follows all applicable policies and procedures.
• Proactively escalates issues and risks to leadership's attention.
• Consults with clients through various methods of communication (e.g., in person, email, voicemail, virtual meeting) in an effective manner.
• Ensures accurate reporting of sales efforts, sales effort progression, and sales revenue.

Requirements

• 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.
• Deep understanding of bank's Working Capital solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months of entering the position.

Preferred Qualifications

• 7+ years of sales experience of financial or treasury products and/or services.
• CFA Designation.
• Up-to-date knowledge of Treasury Trends & Best Practices.
• Subject area expertise in one (or more) specific skill sets, business areas, or products.

Benefits

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 vary by division. Benefits include:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time/part-time status) during the first year of employment, along with 10 sick days and paid holidays.
• Eligibility for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.

Schedule

1st shift (United States of America).