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Treasury Sales Consultant – Specialized Industry
TruistTreasury Sales Consultant focused on consultative sales of Treasury Solutions products for corporate banking clients. Managing relationships, identifying sales opportunities, and providing effective solutions within the client portfolio.
Posted 7/17/2026full-timeNew York City • New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $150,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management Solutions and a strong ability to execute sales strategies while fostering client relationships. Proven track record in managing client portfolios and providing tailored working capital services.
Highest-signal resume keywords
Treasury Management SolutionsSales Experience in Financial ProductsClient Relationship ManagementCertified Treasury ProfessionalPortfolio Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales PlanningClient AcquisitionWorking Capital ServicesAccurate ReportingIssue Escalation
Soft Skills
Relationship BuildingConsultative Communication
Certifications & Qualifications
Bachelor's DegreeCertified Treasury Professional
Industry Keywords
Treasury SolutionsFinancial ServicesClient Retention
About the role
Key responsibilities & impact- Executes sales plan and identifies sales opportunities
- Fosters relationships with bankers and product partners
- Manages a portfolio of clients with Treasury Solutions needs
- Develops relationship plans for client retention and new acquisition
- Provides client working capital services and solutions
- Adheres to policies and escalates issues to leadership
- Consults with clients through various methods of communication
- Responsible for accurate reporting of sales efforts
Requirements
What you’ll need- Bachelor's degree or equivalent work experience
- 3 years of sales experience in financial or treasury products and/or services
- Deep knowledge of Treasury Management Solutions (Preferred)
- Certified Treasury Professional (Preferred)
Benefits
Comp & perks- Medical, dental, vision insurance
- Life insurance
- Disability benefits
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- 10 days vacation
- 10 sick days
- Paid holidays
- Pension plan