Treasury Solutions Pricing Consultant

Truist Financial
Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Analytical skills","Attention to detail","Leadership","Interpersonal skills","Adaptability"]

Partner with Treasury Consultants and line-of-business teams to onboard new clients and deepen relationships through consultative client conversations. Support portfolio growth by managing multiple client portfolios and applying cash flow management and working capital concepts across Truist’s deposits, treasury management/digital solutions, and card/merchant acceptance offerings. Execute sales disciplines (pipeline review, Salesforce tracking, client communications and documentation), conduct market research, and provide mentorship to junior teammates while ensuring adherence to policies and risk escalation.

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Truist Financial
Truist Financial
1 hour ago

Treasury Solutions Pricing Consultant

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Last checked: 1 hour agoStatus: Live

Job Summary

Partner with Treasury Consultants and line-of-business teams to onboard new clients and deepen relationships through consultative client conversations. Support portfolio growth by managing multiple client portfolios and applying cash flow management and working capital concepts across Truist’s deposits, treasury management/digital solutions, and card/merchant acceptance offerings. Execute sales disciplines (pipeline review, Salesforce tracking, client communications and documentation), conduct market research, and provide mentorship to junior teammates while ensuring adherence to policies and risk escalation.
Location: Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Collaborate with Treasury Solutions teammates and line-of-business partners to identify opportunities and drive strategic sales and portfolio growth.
  • •Assist in managing multiple client portfolios by applying knowledge of banking, Truist products/services, and business cash flow and working capital concepts.
  • •Conduct industry, line-of-business, or region-specific market research to support prospecting and provide insights to partners and clients.
  • •Execute best-in-class sales disciplines including pre-call planning, pipeline review/management, Salesforce opportunity inputs/tracking, client communications, documentation, and disclosures/approvals.
  • •Provide holistic client experience oversight, consult with clients across communication methods, and mentor/coach newer teammates while following policies and escalating risks/issues.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysEquityPension Plan

Key Requirements

  • •Bachelor's degree.
  • •3+ years of related financial work experience.
  • •Demonstrated excellence working on multiple initiatives or opportunities simultaneously.
  • •Strong analytical skills and attention to detail.
  • •Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Experience:3+ yearsFinancial servicesBanking
Education:Bachelor's
Skills:Analytical skillsAttention to detailLeadershipInterpersonal skillsAdaptability
Certifications:Certified Treasury Professional
Languages:English
Tech Stack:SalesforceMicrosoft Office

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