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Treasury Sales Consultant – Consumer & Retail
Job in
Cary, Wake County, North Carolina, 27518, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Responsibilities
- Execute sales plans and develop partnerships with internal teams
- Manage a client portfolio with treasury service needs
- Develop detailed relationship plans for client retention and acquisition
- Provide client working capital services and solutions
- Report accurately on sales efforts and client communication
- Bachelor's degree or equivalent combination of education and experience
- 3 years of sales experience in financial or treasury products/services
- Preferred: 5+ years of Treasury/Cash Management Analyst experience
- Deep knowledge of Treasury Management Solutions
- Certified Treasury Professional
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