Treasury Solutions Consultant - Hospitals, Higher Education, and Government (HHG)
Company: Truist Bank
Location: Houston
Posted on: April 1, 2026
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Job Description:
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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 (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 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. Experience consulting Higher
Education and/or Government entities 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
$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 . 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, Missouri City , Treasury Solutions Consultant - Hospitals, Higher Education, and Government (HHG), Sales , Houston, Texas