Truist ยท 4 days ago
Treasury Solutions Consultant - Healthcare
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Treasury Solutions Consultant specializing in healthcare. The role involves consultative sales of Treasury Solutions products and services, focusing on cash flow management and risk mitigation for a diverse client portfolio.
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
5 years of sales experience of financial or treasury products and/or services
Maintains deep understanding of bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Preferred
7+ years of sales experience of financial or treasury products and/or services
CFA Designation
Maintains up to date knowledge of Treasury Trends & Best Practices
Expected to be subject area experts in one (or more) specific skill sets, business areas or products
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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
2025-12-18
Company data provided by crunchbase