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Truist

Treasury Solutions Consultant – Commercial

Truist

. Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group .

Posted 5/9/2026full-timePhiladelphia • New Jersey, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $180,000 per yearWebsite

Tech Stack

Tools & technologies
TypeScript

About the role

Key responsibilities & impact
  • Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group
  • Executes sales plan, develops strong partnership and collaboration with line of business
  • Fosters relationships with bankers and product partners
  • Independently manages a portfolio of clients with TS needs
  • Participates in the development of detailed relationship plans for clients/prospects
  • Responsible for providing client working capital services and solutions
  • Adheres and follows all applicable policies and procedures
  • Ability to consult with a client through various methods of communication
  • Responsible for accurate reporting of sales efforts

Requirements

What you’ll need
  • Bachelor's degree or an equivalent combination of education and related work experience
  • 5 years of sales experience of financial or treasury products and/or services
  • Maintains deep understanding of bank's Working Capital solutions
  • Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
  • 7+ years of sales experience of financial or treasury products and/or services (preferred)
  • CFA Designation (preferred)
  • Maintains up to date knowledge of Treasury Trends & Best Practices (preferred)

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • Life insurance
  • Disability
  • Accidental death and dismemberment
  • Tax-preferred savings accounts
  • 401k plan
  • 10 days of vacation
  • 10 sick days
  • Paid holidays
  • Defined benefit pension plan
  • Restricted stock units
  • Deferred compensation plan

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experiencefinancial productstreasury productsworking capital solutionsconsultative salesrelationship managementreporting
Soft Skills
communicationcollaborationpartnership buildingindependence
Certifications
Certified Treasury Professional (CTP)CFA Designation