Treasury Solutions Consultant – Hospitals, Higher Education, Government

Truist

. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.

Posted 5/15/2026full-timeNew York City • District of Columbia, New York, North Carolina, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $130,000 - $195,000 per yearWebsite

Tech Stack

Tools & technologies

TypeScript

About the role

Key responsibilities & impact

Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts.
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue.

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 solutionsreceivablespayablesinformation reportingliquidity solutionsclient acquisitionrelationship management

Soft Skills

collaborationcommunicationstrategic planningproblem-solvingrelationship buildingconsultative skillsproactive escalationclient engagementreporting accuracyindependence

Certifications

Bachelor's degreeCertified Treasury Professional (CTP)CFA Designation