Treasury Sales Consultant - Middle Market

Truist Bank • McLean, VA

3d

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, with a focus on risk mitigation and alignment with Truist's Purpose, Mission, and Values.

The position independently manages a portfolio of clients with Treasury Solutions needs and partners with bankers and product partners to identify and pursue client and prospect opportunities. It provides working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions. The consultant also contributes to relationship planning, monitors sales activity and revenue, and follows applicable policies and procedures.

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.
• Up-to-date 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 sales opportunities, achieving or exceeding revenue and portfolio growth objectives.
• Build relationships with bankers and product partners, collaborate on opportunities, and participate in strategic client planning.
• Independently manage a portfolio of clients with Treasury Solutions needs, applying general knowledge of banking and Treasury Solutions products, 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 effort 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
• Additional incentive pay is available

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level