Treasury Sales Consultant - Middle Market (Not For Profit)

Posted 2 days ago

truistBethesda (MD)
Sales and Related Workers, All OtherCommercial Banking

SENIORITY

Junior

SALARY

$125,000 - $185,000

Apply

About the role

Job TitleResponsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.Essential Duties and ResponsibilitiesExecutes 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.QualificationsBachelor'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.Preferred Qualifications7+ 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.Salary Range$125,000 - $185,000. Additional incentive pay is available for this position.BenefitsTruist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.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.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this