Posted in

Head of Liquidity Sales & Advisory

Head of Liquidity Sales & Advisory

CompanyTruist
LocationCharlotte, NC, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s, Master’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s degree or an equivalent combination of education and related work experience.
  • 7 years of demonstrated success in Treasury Management sales management or 10 years of experience in Treasury Management sales or related financial services management.
  • 7 years experience in team selling with a deal team concept.
  • 2 years of management or supervisory experience.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

  • Overall management and direction of Liquidity Sales & Advisory team for teammates in assigned line of business and coverage, including vision and strategy development, establishment and accomplishment of profitability, growth and revenue goals, and creation and implementation of high-impact business, people and sales initiatives.
  • Direct and coach the sales team in consultative selling practices and portfolio analytics.
  • 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.
  • Develop, recruit and export top talent.
  • Represent organization both internally and externally, including industry presentations and internal meetings/discussions.
  • Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership’s attention.

Preferred Qualifications

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