Treasury Solutions Advisor: Cash Flow & Growth

Truist; North Carolina; On-site; USD 115,000 - 160,000; Full time

Job summary

Truist is seeking a Treasury Solutions sales professional to consultatively promote TS products to a broad client base, with a focus on cash flow management and risk mitigation. The role emphasizes building trusted relationships and delivering liquidity solutions.

You will manage a portfolio of clients, work with bankers and product partners on strategic plans, and drive revenue growth while ensuring compliance with policies and reporting requirements.

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.
• Preferred: 5+ years Treasury/Cash Management Analyst experience; deep knowledge of Treasury Management Solutions; Certified Treasury Professional.

Responsibilities

• Executes sales plan and drives client opportunities to achieve revenue and portfolio growth.
• Fosters relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of TS needs with working capital concepts.
• Develops detailed relationship plans to identify retention and new client opportunities.

Skills

Sales experience

Treasury knowledge

Education

Bachelor’s degree or equivalent

Certified Treasury Professional

Job description

Truist is seeking a Treasury Solutions sales professional to consultatively promote TS products to a broad client base, with a focus on cash flow management and risk mitigation. The role emphasizes building trusted relationships and delivering liquidity solutions.

You will manage a portfolio of clients, work with bankers and product partners on strategic plans, and drive revenue growth while ensuring compliance with policies and reporting requirements.