Liquidity Sales Specialist
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • United States
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Tech Stack
About the role
- Responsible for delivering all Liquidity Solutions to Wholesale Banking clients
- Engages as a specialist within a deal team led by the Treasury Consultant and/or Banker to Wholesale Banking clients.
- 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 portfolio.
- Works directly with Wholesale Banking clients to deliver Liquidity Solution set.
- Partners with Treasury Sales and Banking to support efforts in meeting Payments/Liquidity, Wholesale Banking, and bank goals.
- Held to sales goals that are directly correlated with Payments & Banking goals.
- Expected to drive responsible Wholesale deposit growth by leveraging the entire Liquidity solutions set to drive Payments forward holistic relationships. (Deposits, Sweeps, Cash Concentration, Etc.)
- Informs/advises all Treasury Consulting and Banking partners of solution set and suite positioning.
- Advises Wholesale Banking clients on efficient optimized deposit account structures to empower treasury optimization and deepen client relationships.
- Be apprised of economic outlooks to clearly be able to understand impact to Liquidity, Enterprise Payments, and Truist strategy & clearly be able to explain Truist positioning to clients.
- Engages product management team to ensure the team has industry leading products.
- Represent organization both internally and externally, including industry presentations and internal meetings/discussions.
- Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.)
- Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention.
Requirements
- 5+ years of experience in financial services/banking and/or Treasury Solutions (TS) / Liquidity Solutions (Deposits, Sweeps, Cash Concentration, Etc.)
- Strong knowledge of banking, interest rate environment, as well as Treasury Solutions (TS) and Liquidity Solutions (Deposits, Sweeps, Cash Concentration, Etc.)
- Bachelor's degree or an equivalent combination of education and related work experience.
- 7+ Years of client facing experience in banking / financial services (Preferred)
- Masters Degree or an equivalent combination of education and related work experience (Preferred)
- Certified Treasury Professional (CTP) Chartered Financial Analyst (CFA) (Preferred)
Benefits
- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation during their first year of employment
- 10 sick days
- paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Treasury SolutionsLiquidity SolutionsPaymentsDepositsCash ConcentrationSweepsFinancial ServicesBankingClient Relationship ManagementSales Strategy
Soft Skills
CollaborationCommunicationConsultative SellingPartnership DevelopmentProblem SolvingClient EngagementPresentation SkillsAdaptabilityInterpersonal SkillsLeadership
Certifications
Certified Treasury Professional (CTP)Chartered Financial Analyst (CFA)