Treasury Sales Consultant – Consumer & Retail

Truist

Treasury Sales Consultant engaging with Consumer & Retail Corporate clients at Truist. Driving growth and developing treasury-related opportunities through innovative solutions.

Posted 6/24/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Execute sales plans and develop partnerships with internal teams
Manage a client portfolio with treasury service needs
Develop detailed relationship plans for client retention and acquisition
Provide client working capital services and solutions
Report accurately on sales efforts and client communication

Requirements

What you’ll need

Bachelor's degree or equivalent combination of education and experience
3 years of sales experience in financial or treasury products/services
Preferred: 5+ years of Treasury/Cash Management Analyst experience
Deep knowledge of Treasury Management Solutions
Certified Treasury Professional

Benefits

Comp & perks

Medical, dental, vision, life insurance
Disability benefits
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation annually
10 sick days annually
Paid holidays
Possible participation in a pension plan and restricted stock units

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

sales experiencefinancial productstreasury productstreasury servicesworking capital servicesclient retentionclient acquisitionrelationship managementreporting

Soft Skills

communicationpartnership developmentorganizational skills

Certifications

Bachelor's degreeCertified Treasury Professional