Truist Financial

Treasury Solutions Consultant - Hospitals, Higher Education, and Government (HHG)

Truist Financial

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping hospitals, higher education institutions, and government organizations manage their finances efficiently and effectively? Do you have a deep understanding of treasury management and a drive to provide top-notch solutions to clients? If so, Truist Financial is looking for you to join our team as a Treasury Solutions Consultant for HHG clients. This role offers the opportunity to work with a diverse portfolio of clients and make a meaningful impact on their financial success. We are seeking a highly skilled and experienced individual with a strong client focus and a proven track record of success in the treasury management field. If this sounds like you, we encourage you to apply and be part of our dynamic and innovative team.

  1. Collaborate with hospitals, higher education institutions, and government organizations to understand their financial needs and provide tailored treasury management solutions.
  2. Conduct thorough assessments of clients' current financial processes and identify areas for improvement.
  3. Develop and implement strategies to streamline and optimize clients' financial operations.
  4. Stay updated on industry trends and best practices in treasury management to provide cutting-edge solutions to clients.
  5. Build and maintain strong relationships with clients, acting as a trusted advisor and resource for all their financial needs.
  6. Conduct presentations and trainings for clients on new products and services.
  7. Work closely with internal teams, such as sales and product development, to ensure effective and efficient delivery of services to clients.
  8. Monitor and analyze clients' financial performance and provide recommendations for improvement.
  9. Handle client inquiries and concerns in a timely and professional manner.
  10. Keep accurate records of all client interactions and transactions.
  11. Proactively identify opportunities for cross-selling and upselling additional services to clients.
  12. Collaborate with team members to continuously improve and enhance our treasury management solutions.
  13. Represent Truist Financial at industry events and conferences to promote our services and network with potential clients.
  14. Adhere to all regulatory and compliance requirements in the delivery of services to clients.
  15. Continuously seek out new business opportunities and contribute to the growth and success of the department and company as a whole.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Strong Knowledge Of Hospital, Higher Education, And Government Finance: A Treasury Solutions Consultant For Hhg At Truist Financial Should Have A Deep Understanding Of The Financial Landscape And Unique Needs Of Hospitals, Higher Education Institutions, And Government Entities. This Includes Knowledge Of Budgeting, Funding Sources, And Regulatory Requirements.

  • Experience In Financial Consulting: The Ideal Candidate Should Have Previous Experience In Financial Consulting, Preferably Within The Hhg Sector. This Includes A Proven Track Record Of Successfully Advising Clients On Financial Strategies And Solutions To Meet Their Specific Needs.

  • Excellent Communication And Presentation Skills: As A Treasury Solutions Consultant, The Ability To Effectively Communicate Complex Financial Information And Present Solutions To Clients Is Crucial. This Includes Strong Written And Verbal Communication Skills, As Well As Experience Presenting To Senior-Level Executives.

  • Analytical And Problem-Solving Skills: The Role Of A Treasury Solutions Consultant Requires Strong Analytical Skills To Assess A Client's Financial Situation And Identify Potential Solutions. The Ability To Think Critically And Creatively To Solve Complex Financial Problems Is Essential.

  • Knowledge Of Truist Financial Products And Services: While Not Required, Familiarity With Truist Financial's Products And Services Is A Plus. This Includes A Deep Understanding Of The Bank's Treasury Management Solutions And The Ability To Effectively Promote And Cross-Sell These Services To Clients.

Required Skills
  • Budgeting

  • Financial Analysis

  • Financial Reporting

  • Process Improvement

  • Strategic Planning

  • Data Analysis

  • Contract Negotiation

  • Forecasting

  • Cash Management

  • Relationship Management

  • Compliance

  • Risk assessment

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Treasury Solutions Consultant - Hospitals, Higher Education, and Government (HHG) in Charlotte, NC, USA is $80,000 - $120,000 per year. However, this can vary depending on the specific employer, experience level, and other factors. Additionally, the salary may also include bonuses and other benefits.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 10th, 2024
Apply BeforeJune 9th, 2026
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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