Treasury Sales Consultant - Specialized Industry (HHG)

Truist Financial
New York, Atlanta, Charlotte
Workplace: OnsiteFull timeUSD 115,000 - 150,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative selling","Relationship management","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of Treasury Solutions to an assigned client portfolio using a cash flow management and working-capital approach. Partner with bankers, product teams, and internal stakeholders to identify and grow opportunities across corporate banking, commercial real estate, business banking, and wealth management. Manage client relationships, develop relationship plans, deliver working capital solutions (receivables, payables, reporting, liquidity), and report sales activity and revenue progress.

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Truist Financial
Truist Financial
1 month ago

Treasury Sales Consultant - Specialized Industry (HHG)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Drive consultative sales of Treasury Solutions to an assigned client portfolio using a cash flow management and working-capital approach. Partner with bankers, product teams, and internal stakeholders to identify and grow opportunities across corporate banking, commercial real estate, business banking, and wealth management. Manage client relationships, develop relationship plans, deliver working capital solutions (receivables, payables, reporting, liquidity), and report sales activity and revenue progress.
Location: New York, Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and collaborate with line of business and internal partners to achieve revenue and portfolio growth objectives.
  • •Build relationships with bankers and product partners to support strategic client planning and opportunity development.
  • •Independently manage a client portfolio with TS needs, applying knowledge of banking, treasury products/services, and working capital concepts.
  • •Develop detailed relationship plans to identify retention and new client acquisition opportunities within the assigned client group.
  • •Provide working capital services and solutions (receivables, payables, information reporting, and liquidity) and accurately report sales progress and revenue.

Pay and Benefits

Salary: USD 115,000 - 150,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysEquity

Key Requirements

  • •Bachelor's degree or equivalent combination of education and related work experience.
  • •3 years of sales experience of financial or treasury products and/or services.
  • •5+ years of Treasury/Cash Management Analyst experience.
  • •Deep knowledge of Treasury Management Solutions.
  • •Certified Treasury Professional.
Experience:3+ years
Education:Bachelor's
Skills:Consultative sellingRelationship managementRisk mitigationClient communicationSales reporting
Certifications:Certified Treasury Professional
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn