Treasury Solutions Consultant - Specialized Industry

Truist • Washington, DC

7d • $145,000 - $185,000 • Onsite

About The Position

The Treasury Solutions Consultant - Specialized Industry is responsible for the consultative sales of Treasury Solutions (TS) 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. This role utilizes a cash flow management/working capital approach, focusing on risk mitigation and aligning with Truist's Purpose, Mission, and Values. The position involves executing sales plans, developing partnerships with internal teams, managing a client portfolio, and providing working capital solutions.

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
• Maintains deep understanding of bank's Working Capital solutions
• Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Nice To Haves

• 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

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

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• vacation
• sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

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