Treasury Solutions Specialist
4 weeks ago
We are seeking a highly skilled Treasury Solutions Consultant to join our team at Truist Financial Corporation. As a key member of our team, you will be responsible for executing sales plans, developing strong partnerships, and collaborating with internal stakeholders to drive client and prospect sales opportunities.
Key Responsibilities- Develop and execute sales plans to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
- Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
- Manage a portfolio of clients with Treasury Services needs, requiring general knowledge of banking and Treasury 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, proactively escalating issues and risks to leadership's attention.
- Consult with clients through various methods of communication in an effective manner.
To be successful in this role, you will need to possess the following qualifications:
- 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.
- Will require travel.
While not required, the following qualifications are preferred:
- 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.
As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during your first year of employment, along with 10 sick days (also prorated), and paid holidays.
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