Treasury Sales Consultant - Middle Market (Not For Profit)

Regular, full-time position. Fluency in English required. 1st shift.

About the role

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) using a cash-flow management and working-capital approach with a focus on risk mitigation, grounded in Truist’s Purpose, Mission, and Values.

Responsibilities

• Execute sales plan and collaborate with line-of-business and internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for the assigned client portfolio.
• Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manage a portfolio of clients with TS needs, requiring general knowledge of banking, TS products and services, and working-capital concepts.
• Develop detailed relationship plans for clients and prospects to identify key retention and new-client acquisition opportunities.
• Provide client working-capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
• Adhere to and follow all applicable policies and procedures; proactively escalate issues and risks to leadership.
• Consult with clients through various communication methods (in-person, email, voicemail, virtual meetings) in an effective manner.
• Ensure accurate reporting of sales efforts, sales-progression, and sales revenue.

Requirements

• Bachelor’s degree or an equivalent combination of education and related work experience.
• 5 years of sales experience with financial or treasury products and/or services.
• Deep understanding of the bank’s working-capital solutions.
• Must obtain Certified Treasury Professional (CTP) designation within 12 months of entering the position.

Preferred Qualifications

• 7+ years of sales experience with financial or treasury products and/or services.
• CFA designation.
• Up-to-date knowledge of treasury trends and best practices.
• Subject-area expertise in one or more specific skill sets, business areas, or products.

Pay

Annual base salary: $125,000 – $185,000. Additional incentive pay available.

Benefits

All regular teammates (20+ hours per week) are eligible for benefits, including:

• 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 hire date and full-time/part-time status) during the first year, 10 sick days, and paid holidays.
• Depending on position and division, may also be eligible for a defined-benefit pension plan, restricted stock units, and/or a deferred-compensation plan.