Treasury Sales Consultant – Commercial

Truist

Treasury Sales Consultant responsible for consultative sales of Treasury Solutions at Truist. Managing client portfolios and executing sales plans through strategic partnerships.

Posted 6/11/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

sales experiencefinancial productstreasury productsworking capital solutionsconsultative salesrelationship managementreportingsales revenue tracking

Soft Skills

communicationcollaborationpartnership developmentclient relationship buildingindependent management

Certifications & Qualifications

Certified Treasury Professional (CTP)CFA Designation

Industry Keywords

Treasury Solutionssales planclient portfolio managementTreasury TrendsBest Practices

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 and develops strong partnership with internal partners
Fosters relationships with bankers and product partners for collaboration
Independently manages a portfolio of clients with TS needs
Participates in the development of detailed relationship plans for clients/prospects
Provides client working capital services and solutions
Adheres to all applicable policies and procedures
Consults with clients through various methods of communication
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 insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401(k) plan
Vacation days (minimum 10 days)
Sick days (minimum 10 days)
Paid holidays
Defined benefit pension plan eligibility
Restricted stock units eligibility
Deferred compensation plan eligibility