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About the Role
Responsible for consultative sales of Treasury Solutions (TS) products and services to an assigned client group, focusing on risk mitigation and grounded in Truist's Purpose, Mission and Values.
Responsibilities
- Executes sales plan and develops partnerships with internal teams to achieve revenue and portfolio growth objectives.
- Fosters relationships with bankers and product partners for collaboration and strategic client planning.
- Independently manages a client portfolio with TS needs, requiring knowledge of banking, TS products, and working capital concepts.
- Participates in developing relationship plans for clients/prospects to identify retention and acquisition opportunities.
- Provides client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions.
- Adheres to all applicable policies and procedures, and proactively escalates issues and risks.
- Consults with clients effectively through various communication methods.
- Responsible for accurate reporting of sales efforts, progression, and revenue.
Requirements
- Bachelor's degree or equivalent combination of education and work experience.
- 5 years of sales experience in financial or treasury products/services.
- Deep understanding of the bank's Working Capital solutions.
- Must obtain Certified Treasury Professional (CTP) within 12 months of employment.
Skills
- Consultative sales
- Treasury Solutions
- Cash flow management
- Risk mitigation
- Relationship management
- Working capital concepts
- Client planning
- Sales reporting
Location
- United States of America
Work Type
- Regular
- 1st shift
Experience Level
- 5 years of sales experience
- 7+ years of sales experience (preferred)
Education Level
- Bachelor's degree
- Certified Treasury Professional (CTP)
- CFA Designation (preferred)
Salary/Compensations
- $150,000 - $220,000
- Additional incentive pay is available
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (potential)
- Restricted stock units (potential)
- Deferred compensation plan (potential)
About the Company
- Truist is a financial services company.
- Truist operates with a Purpose, Mission and Values.
Equal Opportunity
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
- Truist is a Drug Free Workplace.
- EEO is the Law
- E-Verify
- IER Right to Work