Treasury Sales Consultant – Middle Market

Truist

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

Posted 10/22/2026full-timeUnited StatesMid-LevelSenior💰 $145,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client portfolios with a focus on Treasury Solutions, achieving revenue growth, and fostering strategic partnerships. Proficient in providing working capital services and maintaining compliance with policies and procedures.

Highest-signal resume keywords

Sales Experience Of Financial ProductsTreasury Solutions ExpertiseCertified Treasury Professional (CTP)Client Relationship ManagementWorking Capital Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningClient AcquisitionRevenue GrowthPortfolio ManagementWorking Capital Solutions

Soft Skills

Relationship BuildingStrategic PlanningCommunication

Certifications & Qualifications

Certified Treasury Professional (CTP)CFA Designation

Industry Keywords

Treasury TrendsBest PracticesFinancial Services

About the role

Key responsibilities & impact

Execute 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 to collaborate on opportunities and engage in strategic client planning
Independently manage a portfolio of clients with Treasury Solutions needs
Participate in detailed relationship plans for clients and prospects 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, sales effort progression, and sales revenue

Requirements

What you’ll need

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
Deep understanding of the bank's Working Capital solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
English language fluency required
7+ years of sales experience of financial or treasury products and/or services preferred
CFA Designation preferred
Up-to-date knowledge of Treasury Trends & Best Practices preferred
Subject area expertise in one or more specific skill sets, business areas, or products preferred

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 of employment
10 sick days
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)