Truist ยท 4 months ago
Treasury Solutions Consultant - Commercial
Birmingham, AL
Full-time
Onsite
Mid Level
3+ years expTruist Bank is a financial services company, and they are seeking a Treasury Solutions Consultant for consultative sales of Treasury Solutions products and services. The role involves managing client relationships and driving sales opportunities to achieve revenue growth objectives.
BankingFinanceFinancial Services
Responsibilities
Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.)
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue
Qualification
Required
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
Preferred
5+ years of Treasury/Cash Management Analyst experience
Deep knowledge of Treasury Management Solutions
Certified Treasury Professional
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase