Treasury Sales Consultant - Specialized Industry; Energy

Treasury Sales Consultant - Specialized Industry (Energy)

Join to apply for the Treasury Sales Consultant - Specialized Industry (Energy) role at Truist
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After completing the application, you will be invited to create a profile.

Regular or Temporary:
Regular.

Language Fluency:
English (Required).

Work Shift:

1st shift (United States of America).

• 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 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 to and follows all applicable policies and procedures, proactively escalating issues and risks to leadership’s attention.
• Consults with a client through various methods of communication effectively (e.g., in-person, email, voicemail, virtual meeting).
• Responsible for accurate reporting of sales efforts, progress, and sales revenue.

• Bachelor’s degree or an equivalent combination of education and related work experience.
• 5 years of sales experience in 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.

• 7+ years of sales experience in financial or treasury products and/or services.
• CFA designation.
• Maintains up-to-date knowledge of treasury trends and best practices.
• Expected to be subject area expert in one (or more) specific skill sets, business areas or products.

All regular teammates working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive at least 10 days of vacation and 10 sick days in the first year of employment, and paid holidays. 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.

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. EEO is the Law E‑Verify IER Right to Work.

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won’t receive a response).