Treasury Sales Consultant, CRE & Specialized Industries

Truist

Tampa (FL)

On-site

USD 90,000 - 130,000

Full time

7 days ago

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Job summary

Truist seeks a driven Treasury Solutions sales professional to lead consultative selling of TS products to an assigned client group. You will work closely with bankers and product partners to maximize revenue while delivering working capital solutions, liquidity services, and risk‑mitigating strategies.

The role requires a strong client‑facing presence, deep knowledge of treasury management, and the ability to develop strategic relationship plans for retention and growth within the assigned

Qualifications

Bachelor's degree or equivalent combination of education and related work experience.
3 years of sales experience of financial or treasury products and/or services.
Knowledge of Treasury/Cash Management preferred; understanding of working capital concepts beneficial.

Responsibilities

Executes sales plan and develops partnerships with line of business to drive client and portfolio growth.
Fosters relationships with bankers and product partners to identify opportunities.
Manages a portfolio of TS clients with working capital needs, including receivables/payables and liquidity solutions.
Develops detailed relationship plans to identify retention and acquisition opportunities.
Provides client working capital services and reporting; ensures adherence to policies and risk controls.

Skills

Treasury products sales

Relationship mgmt

Education

Bachelor's degree or equivalent

Certified Treasury Professional

Job description

The role requires a strong client‑facing presence, deep knowledge of treasury management, and the ability to develop strategic relationship plans for retention and growth within the assigned

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