ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below.

Specific activities may change from time to time.

1. 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.

2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.

3. 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

4. Participates in the development of detailed relationship plans for clients / prospects within assigned client group to identify key retention and new client acquisition opportunities

5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions

6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention

7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).

Required Qualifications :

The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or an equivalent combination of education and related work experience

2. 5 years of sales experience of financial or treasury products and / or services

3. Maintains deep understanding of bank's Working Capital solutions

4. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position

Preferred Qualifications :

1. 7 years of sales experience of financial or treasury products and / or services

2. CFA Designation

3. Maintains up to date knowledge of Treasury Trends & Best Practices

4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist 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.

Last updated : 2024-05-09