Treasury Sales Consultant - Commercial

Truist Financial
Florida
Full timeFunction: SalesEducation: bachelorsSkills: ["Consultative sales","Relationship building","Risk mitigation","Client communication","Sales reporting"]

Consult with commercial clients to sell Truist Treasury Solutions products and services using a cash flow and working capital approach. Build partnerships across line of business and internal teams, manage a client portfolio, and develop relationship plans to drive retention and new client acquisition. Provide working capital services—receivables, payables, reporting, and liquidity—while accurately tracking sales activity, reporting progress, and escalating risks.

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Truist Financial
Truist Financial
2 months ago

Treasury Sales Consultant - Commercial

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Consult with commercial clients to sell Truist Treasury Solutions products and services using a cash flow and working capital approach. Build partnerships across line of business and internal teams, manage a client portfolio, and develop relationship plans to drive retention and new client acquisition. Provide working capital services—receivables, payables, reporting, and liquidity—while accurately tracking sales activity, reporting progress, and escalating risks.
Location: Florida
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and drive client/prospect opportunities to achieve revenue and portfolio growth for an assigned client portfolio.
  • •Collaborate with bankers and product partners to engage in strategic client planning and grow opportunities.
  • •Independently manage a portfolio of clients with TS needs using working capital concepts and general banking/product knowledge.
  • •Develop detailed relationship plans to identify retention and new client acquisition opportunities within assigned client groups.
  • •Provide working capital services and solutions (receivables, payables, information reporting, liquidity solutions) and report sales efforts and progress accurately.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent education and related work experience.
  • •5 years of sales experience in financial or treasury products/services.
  • •Deep understanding of working capital solutions.
  • •Ability to consult with clients effectively via in-person, email, voicemail, or virtual meetings.
  • •Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position.
Experience:Financial servicesTreasury managementBankingCommercial real estateWealth management
Education:Bachelor's
Skills:Consultative salesRelationship buildingRisk mitigationClient communicationSales reporting
Certifications:Certified Treasury Professional (CTP)CTP
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