Treasury Sales Consultant - Specialized Industries (CRE)

Truist Financial
Dallas, Florida, Atlanta, Nashville, Charlotte, Houston
Full timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Consultative sales","Relationship building","Risk mitigation","Client communication","Sales reporting"]

Drive consultative sales of treasury solutions to a defined client portfolio spanning commercial real estate and related banking segments. Build partnerships with line-of-business and product teams, manage client relationships using a cash flow/working capital approach, and create relationship plans to grow retention and new acquisitions. Provide working capital services (receivables, payables, reporting, liquidity), track sales progress and revenue, and proactively escalate risks and opportunities to leadership.

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Truist Financial
Truist Financial
3 days ago

Treasury Sales Consultant - Specialized Industries (CRE)

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Last checked: 8 hours agoStatus: Live

Job Summary

Drive consultative sales of treasury solutions to a defined client portfolio spanning commercial real estate and related banking segments. Build partnerships with line-of-business and product teams, manage client relationships using a cash flow/working capital approach, and create relationship plans to grow retention and new acquisitions. Provide working capital services (receivables, payables, reporting, liquidity), track sales progress and revenue, and proactively escalate risks and opportunities to leadership.
Location: Dallas, Florida, Atlanta, Nashville, Charlotte, Houston
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Execute the sales plan and develop partnerships to drive client and prospect opportunities for revenue and portfolio growth.
  • •Foster relationships with bankers and product partners to collaborate on opportunities and support strategic client planning.
  • •Independently manage a client portfolio using knowledge of banking, treasury products/services, and working capital concepts.
  • •Develop detailed client/prospect relationship plans to identify retention and new client acquisition opportunities.
  • •Provide working capital services and solutions (receivables, payables, information reporting, and liquidity) while accurately reporting sales efforts and progress.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid Holidays

Key Requirements

  • •Bachelor's degree or an 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 (preferred).
  • •Deep knowledge of Treasury Management Solutions (preferred).
  • •Certified Treasury Professional (preferred).
Experience:3+ yearsBankingTreasuryCash managementCommercial real estate
Education:Bachelor's
Skills:Consultative salesRelationship buildingRisk 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