Treasury Solutions Consultant jobs at Truist in United States, Atlanta

Regular or Temporary:

English (Required)

1st shift (United States of America)Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices.

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. Prepare (key) correspondence, reports and forms.
2. Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
3. Execute routine projects within general guidelines and instruction.
4. May provide workflow and problem-solving guidance to other administrative assistant levels.
5. Establish and maintain files and records.
6. Screen calls/voicemails and handle or route to appropriate people.
7. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments.
8. Deal discreetly with confidential information.
9. Can make recommendations to management based on findings.
10. Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority.

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. High school diploma, or equivalent education and related training
2. Seven years of progressively more complex clerical experience
3. Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
4. Exhibited ability to work independently
5. Ability to deal with complex situations which require sound judgment
6. Ability to operate office equipment (e.g. copier, fax)
7. Ability to endure light physical labor
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Associate’s degree
2. Working knowledge of Microsoft Access and PowerPoint
3. Completion of certifications that are specific to industry

Regular or Temporary:

English (Required)

1st shift (United States of America)

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. Primarily aligned with and provides support to a limited number of Industry Specialists and respective industries. With increasing frequency, engages with teammates independently to represent the industries for the purpose of prospecting, training and education. Begins to independently formulate and develop industry specific thought leadership
2. Responsible for being visible in the regions through in person visits, virtual meetings or conference calls; responsible for independently educating the regions and representing the industries on behalf of the Industry Specialists
3. Works with Industry Specialists to deepen relationships with Regions by attending planning sessions and setting up and running targeted planning calls with RMs and Team Leads
4. Effectively works with internal and external constituencies with minimal oversight from Industry Specialists toward a targeted goal of influencing and enhancing all constituents’ industry knowledge
5. Responsible for independently managing all aspects of transaction execution including pitch creation, deal team formation, working call leadership and complex transaction issue resolution
6. Takes leadership role in organizing and leading calls with deal team members from across the enterprise, as well as calls with external constituencies, independently representing Industry Specialty on calls and in meetings (including but not limited to risk, underwriting, legal, client, outside counsel, other outside firms) related to transaction execution
7. Drives growth of industries through creation of industry specific content, including pitch materials, newsletters, industry presentations, internal educational documents, ad hoc publications, and independent thought leadership pieces all providing relevant insights for clients and prospects and developing industry-specific portfolio insights; assists with prospecting efforts in partnership with regions by collaborating to create prospect lists
8. Continues to develop mastery of industries and display advanced comfort level in client and partner interactions and with increasingly complex opportunities10. Leverages industry trend analysis to develop actionable strategies in partnership with Industry Specialists to drive revenue growth, ensuring alignment with organizational goals
11. Works with Industry Specialists to identify and manage relevant databases, subscriptions, conferences and other investment needs related to the industry; provides thought leadership related to investments and internal databases including, but not limited to, pricing data, peer comps, transactions comps, market/transaction data
12. Maintains organized information around industry portfolios; leverages portfolio knowledge to create dynamic action plans for industry clients; has a deep understanding of existing industry portfolios and related growth strategy

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.

• Bachelor’s degree
• 5+ years of related financial services work experience
• In-depth knowledge of respective industry sector(s), banking, market and financial solutions
• Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
• Experience in leading the execution of an extensive variety of client transactions
• Superior skills in written and oral communications and strong analytical skills with keen attention to detail
• Competitive drive and high work ethic, self-starter, team-oriented
• High level of adaptability and flexibility with strong organizational and time management skills
• Effective sales skills, relationship building behaviors and proven ability to quickly establish credibility with clients and internal stakeholders
• Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model with demonstrated ability to influence others
• Advanced proficiency in Microsoft Excel and PowerPoint

• MBA
• Direct and independent client calling experience

Regular or Temporary:

English (Required)

1st shift (United States of America)
Industry Specialist Position OverviewUltimately, the Industry Specialist is evaluated based on ability to originate and execute deals to meet a clients’ needs as reflected by revenue generation and qualitative feedback. The local relationship banker will maintain ownership of the client and the Industry Specialist will own the portfolio strategy.Industry Specific Overview1. Beer, wine, & spirit distribution
2. Distilleries, breweries, and other beverage manufacturers
3. Soft drink bottlers and distributors
4. Other non-alcoholic beverage companies

Responsibilities

• Develops sales strategy for respective industry (including identification of focus sectors, revenue opportunity, action plan to realize revenue opportunity and dependencies); responsible for gaining internal buy-in from line of business leadership and risk executives prior to launching initiative and ensuring alignment on an ongoing basis
• Directs, builds, and fosters new and existing business relationships by providing sales, research and targeted prospect lists to local relationship managers within respective Industry specialty
• Actively calls on clients and prospects within specialized industries in partnership with local banking team; drives consistency in sales approach
• Generates customized industry-specific content and relevant insights for clients and prospects
• Partners closely with risk team to identify and mitigate industry risks by understanding trends and the macro landscape (includes maintaining industry pricing comps)
• Partners closely with the investment bank to facilitate the delivery of investment banking capabilities to commercial clients including support with enterprise value & corporate finance needs
• Partners closely with capital markets to offer appropriate solutions to meet complex financing needs
• Effectively engages with line of business and product partner leaders to ensure strategic alignment and, as needed, influence to appropriately shift our current approach
• Responsible for establishing and maintaining the brand for respective industry inside Truist and externally in the market through conference calls, industry publications, webinars, speaking engagements, conference sponsorships and industry specific events
• Maintains extensive network of industry contacts & proven ability to monetize industry knowledge

Required Qualifications

• Bachelor’s degree with 10+ years demonstrated work experience with expert knowledge in respective industry, banking and complex risk situations
• Direct sales experience in Investment Banking, Corporate Banking or Capital Markets of 7+ years
• Successful track record of delivering sales results through a highly distributed and matrixed model Direct engagement with business owners, C-Suite executives and internal key stakeholders; experience delivering persuasive presentations and influencing executive-level constituents through impactful written and verbal communications
• Strong consulting, communication, presentation and interpersonal skills Demonstrated ability to prepare and deliver clear and effective client sales presentations
• Strong leadership skills with a strong customer-service orientation
• Proven sales disciplines with a strategic focus and coordinated approach Strong presentation skills to create and deliver conclusion-oriented discussion documents and presentation; tenured experience working with & understanding needs of middle market companies
• Strategic mindset and proven experience influencing within a matrixed organization with demonstrated ability to create a business plan/strategy & gain buy-in from respective stakeholders
• Resourceful and possessing ability to navigate internal complexities and work effectively in a distributed model

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.2. Direct and coach the sales team in consultative selling practices (working capital services and solutions, including receivables, payables, fraud prevention, information reporting and liquidity solutions) and portfolio analytics
3. Drive sales utilizing various levers including pipeline discipline & management, client calling efforts, talent management rewards & compensation design and through market connectivity with clients, the Line of Business, Treasury Operations, Integrated Relationship Management partners, and others
4. Develop, recruit and export top talent
5. Represent Treasury Solutions sales organization both internally and externally, including industry presentations and internal meetings/discussions
6. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership's attention

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. 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management
3. 7 years experience in team selling with a deal team concept
4. 2 years of management or supervisory experience
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

1. Master's degree in Business or related field, or equivalent education and related training
2. Certified Treasury Professional
3. Experience working in liquidity and cash management environment, broad knowledge of Truist bank and products

Regular or Temporary:

English (Required)

1st shift (United States of America)

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.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.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

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

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

Regular or Temporary:

English (Required)

1st shift (United States of America)JOB SUMMARY

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. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

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 in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.