Treasury Sales Consultant - Middle Market (Not For Profit)

Truist Financial
Washington, Baltimore, Maryland, Virginia
Workplace: OnsiteFull timeUSD 125,000 - 185,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Partnership","Relationship building","Consultative communication","Risk mitigation","Stakeholder management"]

Drive consultative sales of treasury solutions to a defined middle-market client group using a cash-flow/working-capital approach focused on risk mitigation. Execute the sales plan, build strong partnerships across line of business and internal teams, and manage a client portfolio end-to-end. Provide working capital services (receivables, payables, reporting, liquidity) and develop relationship plans to grow retention and new acquisition, while tracking sales activity and revenue.

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Truist Financial
Truist Financial
1 month ago

Treasury Sales Consultant - Middle Market (Not For Profit)

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Last checked: 4 days agoStatus: Live

Job Summary

Drive consultative sales of treasury solutions to a defined middle-market client group using a cash-flow/working-capital approach focused on risk mitigation. Execute the sales plan, build strong partnerships across line of business and internal teams, and manage a client portfolio end-to-end. Provide working capital services (receivables, payables, reporting, liquidity) and develop relationship plans to grow retention and new acquisition, while tracking sales activity and revenue.
Location: Washington, Baltimore, Maryland, Virginia
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and collaborate with line of business and internal partners to identify and drive client and prospect sales opportunities to meet revenue and portfolio growth objectives.
  • •Foster relationships with bankers and product partners, collaborating on opportunities and engaging in strategic client planning.
  • •Independently manage a portfolio of clients with treasury solutions needs, applying knowledge of banking and working capital concepts.
  • •Develop detailed relationship plans to identify retention opportunities and new client acquisition opportunities within the assigned client group.
  • •Deliver treasury working capital services (receivables, payables, information reporting, and liquidity solutions) and provide accurate reporting on sales efforts and progress.

Pay and Benefits

Salary: USD 125,000 - 185,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key 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 the position.
  • •Expected subject matter expertise in one (or more) specific skill sets, business areas or products.
Experience:5+ yearsFinancial servicesTreasury
Education:Bachelor's
Skills:PartnershipRelationship buildingConsultative communicationRisk mitigationStakeholder management
Certifications:Certified Treasury Professional (CTP)CFA
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn