Treasury Sales Consultant – Specialized Industries

Truist

Treasury Sales Consultant providing consultative sales of Treasury Solutions to various client groups. Executing sales plans and managing client portfolios for financial products and services in the United States.

Posted 6/19/2026full-timeCharlotte • North Carolina, Tennessee • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

sales experiencefinancial productstreasury productsworking capital solutions

Soft Skills

partnership developmentclient managementsales opportunity identificationreporting

Certifications & Qualifications

Certified Treasury Professional (CTP)

Industry Keywords

bankingfinancial servicesportfolio management

About the role

Key responsibilities & impact

Executes sales plan and develops partnerships with internal teams
Manages a portfolio of clients and identifies sales opportunities
Provides client working capital services and solutions
Accurately reports on sales efforts and revenue

Requirements

What you’ll need

Bachelor's degree or equivalent education and work experience
5 years of sales experience of financial or treasury products and/or services
Deep understanding of bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months

Benefits

Comp & perks

Medical, dental, vision insurance
Life insurance
Disability coverage
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401(k) plan
10 days vacation
10 sick days
Paid holidays