Treasury Solutions Pricing Consultant

Truist

Treasury Solutions Pricing Consultant helping Truist clients optimize cash flow and working capital. Supporting portfolio growth, consultative sales, market research, and client experience oversight.

Posted 8/5/2026full-timeAtlanta • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and cash flow advisory, with a strong focus on strategic sales growth and process improvement. Proficient in utilizing Salesforce for opportunity tracking and managing client portfolios effectively.

Highest-signal resume keywords

Client Relationship ManagementCash Flow ManagementSalesforce Opportunity TrackingAnalytical SkillsCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Work ExperienceMarket ResearchPipeline ManagementDocumentationDisclosuresApprovals

Soft Skills

Leadership SkillsInterpersonal SkillsAdaptabilityAttention to Detail

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Bachelor's DegreeMaster's Degree in BusinessCertified Treasury Professional

Industry Keywords

Treasury SolutionsCash Flow ManagementWorking CapitalClient Portfolios

About the role

Key responsibilities & impact

Work independently and with Treasury Consultants to onboard new clients and deepen existing client relationships
Advise relationship managers and clients through consultative conversations focused on cash flow management and working capital
Support strategic sales and portfolio growth with Treasury Solutions teammates and Line of Business partners
Manage or support client portfolios with Treasury Solutions needs
Conduct industry, Line of Business, and region-specific market research
Execute sales disciplines including pre-call planning, pipeline management, Salesforce opportunity tracking, client communications, documentation, disclosures, and approvals
Provide end-to-end oversight of client experiences and identify process gaps or disconnects
Consult with clients through in-person, email, voicemail, and virtual-meeting communications
Mentor and coach new and junior teammates and build an internal network of critical partners
Follow policies and operating guidelines and escalate issues and risks to leadership

Requirements

What you’ll need

Bachelor's degree
3+ years of related financial work experience
Demonstrated excellence working on many initiatives or opportunities simultaneously
Strong analytical skills and attention to detail
Strong leadership and interpersonal skills
High adaptability and flexibility
Proficiency in basic computer applications, including Microsoft Office
Master's degree in Business or related field, or equivalent education and related training preferred
Certified Treasury Professional preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated
10 sick days, prorated
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division