Treasury Sales Consultant - Middle Market
About The Position
Responsible for consultative sales of Treasury Solutions products and services to an assigned client group, including Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management. The role uses a cash flow management and working capital approach, focuses on risk mitigation, and is grounded in Truist's Purpose, Mission, and Values. The consultant independently manages a portfolio of clients with Treasury Solutions needs, partners with bankers and product teams, and develops client relationship plans to support retention, acquisition, revenue, and portfolio growth. The role provides working capital services and solutions across receivables, payables, information reporting, and liquidity. It also requires adherence to policies and procedures, prompt escalation of issues and risks, effective client communication through multiple channels, and accurate reporting of sales activities and revenue.
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience.
- At least 5 years of sales experience with financial or treasury products and/or services.
- Deep understanding of the bank's working capital solutions.
- Must have or obtain Certified Treasury Professional (CTP) certification within 12 months of entering the position.
Nice To Haves
- 7 or more years of sales experience with financial or treasury products and/or services.
- CFA designation.
- Current knowledge of Treasury trends and best practices.
- Subject-area expertise in one or more specific skill sets, business areas, or products.
Responsibilities
- Execute the sales plan and collaborate with lines of business and internal partners to identify and pursue client and prospect opportunities, meeting or exceeding revenue and portfolio growth objectives.
- Build relationships with bankers and product partners, collaborating on opportunities and strategic client planning.
- Independently manage a portfolio of clients with Treasury Solutions needs, applying general knowledge of banking, Treasury Solutions products and services, and working capital concepts.
- Participate in developing detailed relationship plans for clients and prospects to identify retention and new client acquisition opportunities.
- Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
- Follow applicable policies and procedures and proactively escalate issues and risks to leadership.
- Consult with clients effectively through in-person meetings, email, voicemail, virtual meetings, and other communication methods.
- Accurately report sales efforts, sales progression, and sales revenue.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on position and division
- Additional incentive pay is available
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
