Treasury Solutions Consultant – Hospitals, Higher Education, Government

🕒 May 15

🏢🏡 New York City – Hybrid

💵 $130k - $195k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

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Truist

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2019

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Truist is a financial institution that offers a wide range of banking services, focusing on branch banking, commercial banking, corporate and institutional banking, and mortgage and consumer lending. The company emphasizes a culture of care, diversity, and inclusion, striving to make a positive impact in clients' lives and the community. Truist provides various career opportunities and values employee growth, offering comprehensive benefits and resources for well-being. With a commitment to diversity and workplace equity, Truist has received numerous accolades for its employment practices, including recognition for diversity and inclusion efforts.

📋 Description

• Executes 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.

🎯 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 position • 7+ years of sales experience of financial or treasury products and/or services (preferred) • CFA Designation (preferred) • Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)

🏖️ Benefits

• Medical • Dental • Vision • Life insurance • Disability • Accidental death and dismemberment • Tax-preferred savings accounts • 401k plan • 10 days of vacation • 10 sick days • Paid holidays • Defined benefit pension plan • Restricted stock units • Deferred compensation plan