Treasury Solutions Consultant - Real Estate Corporate Banking

The following description outlines the role. To apply, click the Apply Now button at the top or bottom of this page. After submitting your application, you will be invited to create a profile to view your application status and communications. If you already have a profile, you can log in to check status. If you need assistance due to a disability, you may request a reasonable accommodation by emailing Accessibility (accommodation requests only; other inquiries will not receive a response).

Overview

Lead consultative sales of Treasury Solutions products and services to the Real Estate Corporate Banking client group. This role uses a cash flow management and working capital approach with a focus on risk mitigation, grounded in Truist's Purpose, Mission and Values. The location is flexible since the portfolio is nationwide.

Key Responsibilities

• Execute the sales plan and build strong partnerships with lines of business and internal partners to uncover and pursue client and prospect opportunities, aiming to achieve or exceed revenue and portfolio growth for the assigned portfolio.
• Foster collaborations with bankers and product partners to pursue opportunities and participate in strategic client planning.
• Independently manage a portfolio of clients with Treasury Solutions needs, applying broad knowledge of banking and TS products, services, and working capital concepts.
• Contribute to the development of detailed relationship plans for clients and prospects within the assigned group to identify retention and new client acquisition opportunities.
• Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity options.
• Adhere to all relevant policies and procedures and proactively escalate issues and risks to leadership as needed.
• Consult effectively with clients through multiple communication methods, such as in person, email, voicemail, or virtual meetings.
• Maintain accurate reporting of sales efforts, progression, and revenue generation.

Qualifications

Required Qualifications

• Bachelor's degree or an equivalent combination of education and related experience
• At least 5 years of sales experience with financial or treasury products and/or services
• Strong understanding of the bank's Working Capital solutions
• Must obtain Certified Treasury Professional (CTP) within 12 months of starting the position

Preferred Qualifications

• 7+ years of sales experience with financial or treasury products and/or services
• CFA designation
• Up-to-date knowledge of treasury trends and best practices
• Recognized as a subject matter expert in one or more specific skill sets, business areas, or products

Salary and Benefits

The annual base salary range for this role is $145,000 to $200,000, with additional incentive pay available.

Eligible employees who work 20 hours or more per week may receive a comprehensive benefits package. Truist offers medical, dental, and vision coverage, life insurance, disability, accidental death and dismemberment coverage, tax-advantaged savings accounts, and a 401(k) plan. Annual paid time off includes a minimum of 10 vacation days (prorated based on hire date and status) and 10 sick days (also prorated), plus paid holidays. For more details about Truist benefits, see the Benefits site. Depending on the position and division, eligibility may extend to the defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you progress through the application process, you will learn more about the specific benefits available for non-temporary positions based on status, role, and division.

Location and Work Arrangement

Primary location listed as Atlanta, GA 30309. This position is flexible to accommodate a national portfolio, meaning location is not limited to a single city.

Additional Details

Language required: English. Work Shift: 1st shift (United States of America). Employment status: Regular.