Treasury Sales Consultant - Commercial
Listed on 2026-06-24
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Finance & Banking
Financial Sales, Financial Analyst, Financial Consultant -
Business
Financial Analyst
Essential Duties And Responsibilities
- 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 or 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 or prospects within the 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 to and follows all applicable policies and procedures, proactively escalating issues and risks to leadership.
- 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.
Required Qualifications
- 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.
- Deep knowledge of Treasury Management Solutions.
- Certified Treasury Professional.
The annual base salary for this position is $85,000 - $170,000. Additional incentive pay is available for this position.
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 401(k) 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.
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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.
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.
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