Works independently and in partnership with Treasury Consultants to onboard new clients and deepen relationships with existing clients via a consultative conversation with relationship managers and directly with clients. Advisory is driven primarily by a cash flow management and working capital approach whereby solutions include Deposit products, Treasury & Digital Solutions, commercial card and merchant/card acceptance solutions. Client advisory and sales results are aligned by client group (i.e., Corporate & Investment, Comercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. 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. Works closely with Treasury Solutions (TS) teammates and Line of Business (LOB) partners to proactively identify opportunities and drive strategic sales and portfolio growth.As an Associate 1, the teammate would either support a portfolio of large and complex clients in partnership with a Treasury Consultant or manage a small portfolio independently and support Treasury Consultants 2. Assists in managing multiple portfolios of clients with Treasury Solution needs, requiring 1) general knowledge of banking, 2) knowledge of Truist products and services (Deposits, Treasury Management, Digital, Card and Merchant) and 3) business cash flow and working capital concepts 3. Conducts industry, Line of Business or region-specific market research, both to support prospecting and to provide custom insights and trends to internal partners and external clients 4. Ensures best in class sales disciplines are executed by completing tasks, following up to ensure others are completing or advising less experienced teammates to complete. Sales disciplines include pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, transparent client communications, adequate documentation of conversations, disclosures or approvals and other various sales tool support 5. Commits to provide a holistic client experience by providing end-to-end oversight of a client's experience. This includes staying aware of various processes that are part of a client's experience to help identify any gaps, hurdles or disconnects among internal partners 6. Adheres to and follows all applicable policies, procedures and operating guidelines in daily work. Identifies gaps and 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 meetings, etc.) 8. Provides mentorship and coaching to new teammates and more junior teammates (Analysts) and builds an internal network with critical partners to provide the best client experiences and the best teammates experiences 9. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention 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 2. 3+ year(s) of related financial work experience 3. Demonstrated excellence working on many intiatives or opportunities simultaneously 4. Strong analytical skills and attention to detail 5. Strong leadership and interpersonal skills 6. High level of adaptibility and flexibility 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Preferred Qualifications: 1. Master's degree in Business or related field, or equivalent education and related training 2. Certified Treasury Professional General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.