Treasury Sales Consultant – Commercial

Truist

Consultative sales of Treasury Solutions products and services to various client groups. Developing partnerships and managing a client portfolio to achieve revenue and growth objectives in financial services.

Posted 7/17/2026full-timeWinston-Salem • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales of Treasury Solutions, managing client portfolios, and developing strong partnerships. Proficient in providing working capital services while adhering to policies and maintaining accurate sales reporting.

Highest-signal resume keywords

Consultative SalesTreasury Management SolutionsClient Portfolio ManagementCertified Treasury ProfessionalSales Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceFinancial ProductsTreasury ProductsCash ManagementWorking Capital Services

Soft Skills

Relationship BuildingCommunication

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Treasury SolutionsSales PlanClient ServicesPolicies and Procedures

Tech Stack

Tools & technologies

TypeScript

About the role

Key responsibilities & impact

Responsible for consultative sales of Treasury Solutions (TS) products and services
Executes sales plan and develops strong partnerships
Fosters relationships with bankers and product partners
Independently manages a portfolio of clients
Participates in developing detailed relationship plans
Provides client working capital services and solutions
Adheres to and follows applicable policies and procedures
Consults with clients through various communication methods
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
3 years of sales experience of financial or treasury products and/or services
5+ years of Treasury/Cash Management Analyst experience (preferred)
Deep knowledge of Treasury Management Solutions (preferred)
Certified Treasury Professional (preferred)

Benefits

Comp & perks

medical, dental, vision, life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation
10 sick days
paid holidays