Treasury Sales Consultant – Commercial

Truist

. Execute the sales plan and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities .

Posted 9/17/2026full-timePhiladelphia • New Jersey • United StatesMid-LevelSenior💰 $115,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Solutions and client relationship management, with a strong focus on achieving revenue growth and client retention. Proficient in providing working capital services and collaborating with internal partners to drive sales opportunities.

Highest-signal resume keywords

Treasury Management SolutionsClient Relationship ManagementSales Experience in Financial ProductsCertified Treasury ProfessionalPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningClient AcquisitionWorking Capital ServicesReceivables ManagementPayables ManagementInformation ReportingLiquidity SolutionsRevenue GrowthClient Retention StrategiesSales Reporting

Soft Skills

CollaborationCommunicationRelationship BuildingProblem SolvingProactive Escalation

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Treasury SolutionsCash ManagementFinancial ServicesClient PortfolioSales Opportunities

About the role

Key responsibilities & impact

Execute the sales plan and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities
Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
Foster relationships with bankers and product partners and collaborate on opportunities and strategic client planning
Independently manage a portfolio of clients with Treasury Solutions needs
Participate in detailed relationship plans to identify retention and new client acquisition opportunities
Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
Follow applicable policies and procedures and proactively escalate issues and risks to leadership
Consult with clients through in-person, email, voicemail, and virtual meeting communications
Accurately report sales efforts, progression, and sales revenue

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
English language fluency required
Preferred: 5+ years of Treasury/Cash Management Analyst experience
Preferred: Deep knowledge of Treasury Management Solutions
Preferred: Certified Treasury Professional

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k 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)