Treasury Solutions Architect – Specialized Industries

Truist; Nashville (TN); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

401k Plan

Paid vacation

Job summary

Truist seeks a consultative salesperson for Treasury Solutions, targeting client groups including Corporate and Investment Bank, Commercial Real Estate, and Wealth Management. The role focuses on cash flow management, risk mitigation, and staying aligned with Truist's values.

Responsibilities include managing a TS client portfolio, developing strategic relationship plans, and delivering working capital solutions such as receivables, payables, and liquidity management.

Qualifications

• Bachelor's degree or equivalent combination of education and related work experience.
• 3 years of sales experience with financial or treasury products/services.
• 5+ years Treasury/Cash Management Analyst experience (preferred).
• Deep knowledge of Treasury Management Solutions (preferred).
• Certified Treasury Professional (preferred).

Responsibilities

• Executes sales plan and drives client opportunities to achieve revenue and portfolio growth.
• Fosters relationships with bankers and product partners for strategic planning.
• Manages a portfolio of TS clients with working capital needs.
• Develops relationship plans to identify retention and new client opportunities.
• Delivers working capital services including receivables, payables, and liquidity solutions.
• Ensures compliance with policies and escalates risks.
• Consults with clients via in-person, email, or virtual meetings.
• Reports on sales activity and revenue progress.

Skills

Sales experience

Treasury/Cash Management

Certified Treasury Professional

Relationship management

Education

Bachelor's degree or equivalent

Job description

Truist seeks a consultative salesperson for Treasury Solutions, targeting client groups including Corporate and Investment Bank, Commercial Real Estate, and Wealth Management. The role focuses on cash flow management, risk mitigation, and staying aligned with Truist's values.

Responsibilities include managing a TS client portfolio, developing strategic relationship plans, and delivering working capital solutions such as receivables, payables, and liquidity management.