Treasury Solutions Consultant - Healthcare

Treasury Solutions Consultant – Healthcare

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Employment type: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working‑capital approach with a focus on risk mitigation and grounded in Truist’s Purpose, Mission and Values.

• Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working‑capital concepts.
• Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Responsible for providing client working‑capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres and follows all applicable policies and procedures, proactively escalating issues and risks to leadership’s attention.
• Consults with a client through various methods of communication in an effective manner (e.g., in person, email, voicemail, virtual meeting).
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

• Bachelor’s degree or an equivalent combination of education and related work experience.
• 5 years of sales experience of financial or treasury products and/or services.
• Maintains deep understanding of bank’s working‑capital solutions.
• Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.

• 7+ years of sales experience of financial or treasury products and/or services.
• CFA designation.
• Maintains up‑to‑date knowledge of Treasury trends & best practices.
• Expected to be subject‑area expert in one (or more) specific skill sets, business areas or products.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit the Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E‑Verify IER Right to Work.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full‑time
• Job function:
  Consulting, Information Technology, and Sales

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