Treasury Solutions Consultant - Specialized Industries (HHG)
SunTrust Investment Services, Inc.
Job Title
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Higher Education and Government) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.
Essential Duties and 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
Qualifications:
Required Qualifications:
- 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 Qualifications:
- 7+ years of sales experience of financial or treasury products and/or services
- Experience consulting Higher Education and/or Government entities
- 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
The annual base salary for this position is $120,000 - $175,000. Additional incentive pay is available for this position.
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.
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.
SunTrust Investment Services, Inc.$127.5k - $249.35k
Capgemini Invent - Managing Consultant - Digital Engineering - Industrial Solutions At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with...SuggestedFull timeLocal areaFlexible hours- ...This role resides within the Retirement Solutions Defined Contribution (DC) business, supporting... ...stakeholders, including HR and Treasury Own external communications, meeting... ...team-oriented environment Securities Industry Essentials (SIE), Series 7, and Series 6...Suggested
$125k - $250k
...accomplishing hard things, together. Our Sales Solutions Consulting team is in the midst of an exciting... ...efforts through account mapping, industry plays, demand generation, and partner-... ...managers, a comprehensive library of specialized department training through Appian...SuggestedWork experience placementLocal areaFlexible hours$125k - $250k
...powering our vision . Appian's Sales Solutions Consulting team is in the midst of an exciting... ...and most creative people in the tech industry? Ready to take your career to the next... ...managers, a comprehensive library of specialized department training through Appian University...SuggestedWork experience placementLocal areaFlexible hours- ...About Vanguard Workplace Solutions Vanguard Workplace Solutions (VWS... ...retirement outcomes. The Role The Consultant Relations Sales Executive is... ...meetings, events, and industry conferences. Document and manage... ...and strategy. Participate in special projects and additional responsibilities...Suggested
$80k - $90k
East West Bank is seeking a GTP Sales Associate in Dallas, Texas to support GTP Sales Consultants and introduce treasury management solutions. The role entails preparing proposals, analyzing client activities, and providing customer support for various banking services....- ...Senior Solution Consultant, Oil & Gas Planning At Anaplan, we are a team of innovators focused on optimizing business decision-making... ...enterprise customers in the Energy, Utilities and Manufacturing industries. You will be responsible for all aspects of the technical...
$200k - $240k
...Senior Solutions Consultant Contentsquare is the all-in-one experience intelligence platform designed to be easily used by anyone who cares... ...the value Contentsquare brings to leading brands across industries. Our Solutions Consultants are the bridge between technical...Full timeRemote workWorldwideFlexible hours$124k - $280k
...Senior Manager, Workforce Solutions Rewards Team At PwC, our people in workforce consulting focus on providing consulting services... ...and benefits at PwC will specialize in providing comprehensive consulting... ...- Understanding of market and industry trends - Mastery in...$200k - $240k
...Senior Solutions Consultant Contentsquare is the all-in-one experience intelligence platform designed to be easily used by anyone who cares... ...the value Contentsquare brings to leading brands across industries. Our Solutions Consultants are the bridge between technical...Full timeRemote workWorldwideFlexible hours$98k - $189k
The Accounts Receivable Automation Solutions Consultant (AR Automation Consultant) is a senior, relationship... ...Relationship Managers (RMs) and Treasury Management Advisors (TMAs) to embed AR... ...data, portfolio analytics, and industry insights to prioritize high‑impact opportunities...Bank staff$100k - $115k
...between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant... ...take your career global? The Solution Consultant (SC) will support the School Solutions... ..., providing guidance on workflows, industry trends, product differentiation, and ROI...Full timeWorldwide- ...Description The Family Office Consultant I is primarily responsible... ...coordinates the legal, tax and specialized accounting aspects for ultra... ...and family office solutions to the prospect. It’s about... ...platforms, Private Banking and Treasury Services and Wealth Management...Work experience placementWork at office
- Job Description The Global Industry Consultant (IC) serves as a manufacturing technology strategist and trusted advisor to global consumer packaged... ...platforms, edge computing, and cloud‑based manufacturing solutions. Knowledge of ISA‑95, Purdue Model, Industry4.0 concepts,...Work experience placementRemote workFlexible hours
$250k
...single month, as long as certain conditions are met. What You Get Industry leading commission on every deal you close Monthly residual... ...to-face Reviewing statements and finding savings Presenting solutions that actually make sense Afternoon Setting up your next wins...Hourly payFull timePart timeFor contractorsRemote workWork from homeFlexible hoursDay shift- Senior Solutions Consultant - Department of War As a Senior Solutions Consultant - Department of War, you will actively drive and manage the... ...for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills‑based...Local area
- ...you've lived the realities of manufacturing or industrial operations — and know how to translate those challenges into compelling technical solutions — this role is built for you. We're looking for a Solutions Consultant who combines hands‑on operational knowledge with...Work at officeRemote workHome officeFlexible hours2 days per week
$125k - $145k
...experienced Underwriter to join our growing Time Away & Life Solutions (TALS) Consulting Practice. This is a hybrid role with the flexibility to... ...Account clients. With the evolving need for leave industry there is constant need for strategy development and cost modeling...Full timeTemporary workPart timeLocal area$70.7k - $120.3k
Overview The Solution Consultant (SC) is an integral member of the strategic implementation organization, specializing in Insurance solutions within the RealPage ecosystem. This role is responsible for the successful SaaS delivery and deployment of RealPage’s insurance...Flexible hours- ...why EPIC Insurance Brokers & Consultants has become one of the... ...growing firms in the insurance industry. Fueled and driven by capable... ...implementing compliant program solutions. The Consultant also... ...reports, cost models) Provide specialized consulting support in areas...Hourly payContract workLocal area
- ...Transactions Consultant Digital Infrastructure Locations: Overland... ...report to the transaction solution team within Black & Veatch Infrastructure... ...and presentations Industry Knowledge Capability:... ...and models. Utilizes specialized knowledge to produce moderately...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...team of experts delivers innovative solutions across various industry verticals, leveraging Oracle's... ...efficiency and business resilience. We specialize in Oracle Cloud applications, helping... ...the assigned Job Role of Package Consultant 2, your Area Of Responsibility will...Temporary workRelocation
- ...businesses through innovative consulting services. Our team is... ...quality product development. We specialize in integrating business applications... ..., collaborate with industry experts, and contribute to impactful... ...capabilities Contribute to solution architecture design by...Temporary workRelocation
- ...Principal Consultant, Integrated System Planning Location: Overland... ...provides a portfolio of solutions focused on the asset lifecycle... ...to clients. Utilize specialized knowledge to produce complex... ...be recognized as a company/industry subject matter expert. Contributes...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...analyze, design, and implement Workday solutions that improve efficiency and scalability... ...with Workday updates, releases, and industry best practices to enhance system capabilities... ...-level experience, seasoned and specialized knowledge in: Functional experience...Work at office
- ...Transactions Principal Consultant Locations: Overland Park, KS,... ...Consultant, Transactions Advisory Solution, you will have the... ...Provide technical or industry knowledge to contribute to the... ...energy technologies Utilizes specialized knowledge to produce complex...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- ...businesses through innovative consulting services. Our team is... ...quality product development. We specialize in integrating business applications... ..., collaborate with industry experts, and contribute to impactful... ...and deliver innovative solutions. Commitment to balance...Full timeTemporary workRelocation
$60k - $70k
...Participate in internal team meetings and training sessions to build your understanding of our product (nCino Cloud Banking Platform), the industry, and our sales processes. Qualification & Experience Post Graduates (any discipline) with strong communication and...Full time$83.3k - $166.6k
...Abbott Acute Product Consultant Abbott is a global healthcare leader... ...business, we're developing solutions to diagnose, monitor and... ...mechanical circulatory support specialized clinical and product... ...orientation and experience 3 years industry experience Pediatric...Work from homeHome office$150k - $190k
...Rimkus, our Built Environment Solutions team operates on a global... ...of regional requirements and industry best practices, enabling us... ...experienced Building Envelope Consultant to provide technically sound... ...professionals in a highly specialized field Opportunity to grow client...Contract workTemporary workFor contractorsWork at officeLocal areaWork from homeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Treasury Solutions Consultant - Specialized Industries (HHG). Be the first to apply!
- epicor consultant Dallas, TX
- workflow consultant Dallas, TX
- practice consultant Dallas, TX
- building consultant Dallas, TX
- associate solutions consultant Dallas, TX
- transportation consultant Dallas, TX
- revenue cycle consultant Dallas, TX
- physician consultant remote Dallas, TX
- part time communications consultant Dallas, TX
- physical therapy consultant Dallas, TX


