Treasury Sales Consultant - Middle Market

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 (e.g., in person, email, voicemail, Virtual Meeting, etc.).
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

Qualifications

Required 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.

Preferred Qualifications:

• 7+ years of sales experience of financial or treasury products and/or services.
• CFA Designation.
• Maintains up to date knowledge of Treasury Trends & Best Practices.
• Expected to be subject area experts 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 be determined by the division of Truist offering the position.

• Medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Disability insurance.
• Accidental death and dismemberment insurance.
• Tax‑preferred savings accounts.
• 401(k) plan.
• Vacation: no less than 10 days (prorated based on date of hire and full‑time/part‑time status) during first year.
• Sick days: 10 days (prorated).
• Paid holidays.
• Depending on position and division: defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

Schedule

Work Shift: 1st shift (United States of America)