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Truist Bank

Runs banking and lending for people and businesses

Treasury Sales Consultant - Commercial

Account ManagementConfirmed live in the last 24 hours
Full-timeSavannah, GA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and related work experience.
  • Three years of sales experience with financial or treasury products and/or services.

Responsibilities

  • Execute a sales plan and develop partnerships with business lines and internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for the assigned client portfolio.
  • Build 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, applying general knowledge of banking and Treasury Solutions products and services, as well as working capital concepts.
  • Participate in developing detailed relationship plans for clients and prospects within the assigned client group 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 effectively with clients through various communication methods, including in-person conversations, email, voicemail, and virtual meetings.
  • Accurately report sales efforts, sales effort progression, and sales revenue.

Desired Qualifications

  • Five or more years of Treasury/Cash Management Analyst experience.
  • Deep knowledge of Treasury Management Solutions.
  • Certified Treasury Professional.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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