Treasury Solutions Expert

3 weeks ago


Charlotte, North Carolina, United States Truist Full time
Job Summary:

We are seeking a highly skilled Treasury Solutions Expert to join our team. As a key member of our organization, you will be responsible for driving revenue growth and providing exceptional working capital services to our clients.

About the Role:

This is an exciting opportunity for a results-driven professional to leverage their expertise in financial and treasury products to deliver value-added solutions to our clients. You will work closely with our line of business and internal partners to identify and drive sales opportunities, foster relationships with bankers and product partners, and independently manage a portfolio of clients with Treasury Solutions needs.

Key Responsibilities:
  • Execute sales plans to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
  • Develop and maintain strong relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
  • Manage a portfolio of clients with Treasury Solutions needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
  • Participate in the development of detailed relationship plans for clients/prospects within assigned client group 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, and proactively escalate issues and risks to leadership's attention.
  • Consult with clients through various methods of communication in an effective manner.
Requirements:

To be successful in this role, you will need:

  • A 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.
  • A deep understanding of bank's Working Capital solutions.
  • The ability to maintain certification as a Certified Treasury Professional (CTP) within 12 months of entering the position.
Preferred Qualifications:

We are looking for candidates with:

  • 7+ years of sales experience of financial or treasury products and/or services.
  • CFA Designation.
  • The ability to maintain up-to-date knowledge of Treasury Trends and Best Practices.
Benefits:

We offer a competitive salary and benefits package, including:

  • Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
  • No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment.
  • 10 sick days (also prorated).
  • Paid holidays.
Salary:

The estimated salary for this role is $120,000 - $180,000 per year, depending on experience and location.



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