Strategic Treasury Solutions Consultant

Truist; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Truist Financial Corporation is seeking a Treasury Solutions Sales professional to drive consultative sales of treasury products to assigned client groups. The role emphasizes working capital solutions, risk mitigation, and collaboration with internal partners to grow revenue and portfolios.

The position requires a Bachelor's degree, 5 years of sales experience in financial products, and a plan to obtain CTP within 12 months. Strong client interaction skills and ongoing reporting are essential.

Qualifications

• Bachelor's degree or equivalent required.
• 5 years of sales experience in financial or treasury products.
• Deep understanding of bank's Working Capital solutions.
• Must obtain CTP within 12 months of entry.

Responsibilities

• Executes sales plan and partners with lines of business to drive revenue and portfolio growth.
• Fosters relationships with bankers and product partners for client opportunities.
• Manages a portfolio of TS clients with working capital needs and informs planning.
• Develops detailed relationship plans for retention and new client acquisition.
• Provides working capital services including receivables, payables, information reporting, and liquidity solutions.
• Adheres to policies and escalates issues to leadership when needed.
• Consults with clients via in-person, email, voicemail, or virtual meetings.
• Reports on sales efforts, progression, and revenue.

Skills

Sales experience

Working capital knowledge

Client relationship management

Education

Bachelor's degree or equivalent

CTP certification within 12 months

CFA designation

Job description

Truist Financial Corporation is seeking a Treasury Solutions Sales professional to drive consultative sales of treasury products to assigned client groups. The role emphasizes working capital solutions, risk mitigation, and collaboration with internal partners to grow revenue and portfolios.

The position requires a Bachelor's degree, 5 years of sales experience in financial products, and a plan to obtain CTP within 12 months. Strong client interaction skills and ongoing reporting are essential.