Treasury Solutions Consultant - Real Estate Corporate Banking
Company: Truist Bank
Location: Charlotte
Posted on: April 2, 2026
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Job Description:
The position is described below. If you want to apply, click the
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accommodation. Send an email to Accessibility (accommodation
requests only; other inquiries won't receive a response). Regular
or Temporary: Regular Language Fluency: English (Required) Work
Shift: 1st shift (United States of America) Please review the
following job description: Responsible for consultative sales of
Treasury Solutions (TS) products and services to assigned client
group (Real Estate Corporate Banking) via a cash flow
management/working capital approach with a focus on risk mitigation
and grounded in Truist's Purpose, Mission and Values. Location is
flexible as this is a national portfolio. ESSENTIAL DUTIES AND
RESPONSIBILITIES Following is a summary of the essential functions
for this job. Other duties may be performed, both major and minor,
which are not mentioned below. Specific activities may change from
time to time. 1. 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. 2. Fosters relationships with bankers and product
partners to collaborate on opportunities and engage in strategic
client planning. 3. 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 4.
Participates in the development of detailed relationship plans for
clients/prospects within assigned client group to identify key
retention and new client acquisition opportunities 5. Responsible
for providing client working capital services and solutions,
including receivables, payables, information reporting and
liquidity solutions 6. Adheres and follows all applicable policies
and procedures. Proactively escalates issues and risks to
leadership's attention 7. Ability to consult with a client through
various methods of communication in an effective manner (ex. In
person, email, voicemail, Virtual Meeting, etc.). 8. Responsible
for accurate reporting of sales efforts, sales effort progression
and sales revenue QUALIFICATIONS Required Qualifications: The
requirements listed below are representative of the knowledge,
skill and/or ability required. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
essential functions. 1. Bachelor's degree or an equivalent
combination of education and related work experience 2. 5 years of
sales experience of financial or treasury products and/or services
3. Maintains deep understanding of bank's Working Capital solutions
4. Must have or obtain Certified Treasury Professional (CTP) within
12 months of entering position Preferred Qualifications: 1. 7 years
of sales experience of financial or treasury products and/or
services 2. CFA Designation 3. Maintains up to date knowledge of
Treasury Trends & Best Practices 4. Expected to be subject area
experts in one (or more) specific skill sets, business areas or
products The annual base salary for this position is $145,000 -
$200,000. Additional incentive pay is available. General
Description of Available Benefits for Eligible Employees of Truist
Financial Corporation: All regular teammates (not temporary or
contingent workers) working 20 hours or more per week are eligible
for benefits, though eligibility for specific benefits may be
determined by the division of Truist offering the position. Truist
offers medical, dental, vision, life insurance, disability,
accidental death and dismemberment, tax-preferred savings accounts,
and a 401k plan to teammates. Teammates also receive no less than
10 days of vacation (prorated based on date of hire and by
full-time or part-time status) during their first year of
employment, along with 10 sick days (also prorated), and paid
holidays. For more details on Truist’s generous benefit plans,
please visit our Benefits site . Depending on the position and
division, this job may also be eligible for Truist’s defined
benefit pension plan, restricted stock units, and/or a deferred
compensation plan. As you advance through the hiring process, you
will also learn more about the specific benefits available for any
non-temporary position for which you apply, based on full-time or
part-time status, position, and division of work. Truist is an
Equal Opportunity Employer that does not discriminate on the basis
of race, gender, color, religion, citizenship or national origin,
age, sexual orientation, gender identity, disability, veteran
status, or other classification protected by law. Truist is a Drug
Free Workplace. EEO is the Law E-Verify IER Right to Work
Keywords: Truist Bank, Hickory , Treasury Solutions Consultant - Real Estate Corporate Banking, Accounting, Auditing , Charlotte, North Carolina
