Treasury Solutions Consultant managing sales of cash flow management products at Truist Financial. Building client relationships and driving treasury solutions for various banking segments.
About the role
- Senior Manager responsible for bridging solution development with operational execution in a client-facing role. Engaging with cross-functional teams to ensure operational and financial performance across solutions.
Responsibilities
- Serve as a key link between solution development, pricing, and operational execution
- Partner closely with Solutions, Pricing, and Operations teams to develop, validate, and deliver solutions that meet client expectations
- Engage in problem-solving, solution design, and client engagement
- Participate in client calls and presentations as a subject matter resource
- Work closely with operations teams to solve for client targets, balancing service delivery, cost, and performance
- Identify and recommend operational levers to meet client and financial goals
- Collaborate with Pricing, Finance, Transition, and Operations to ensure solutions are aligned across all functions
Requirements
- 5–8+ years of experience in solutions architecture, operations, engineering, or related fields
- Experience working in client-facing or cross-functional roles
- Exposure to pricing, operations, or service delivery models preferred
- Strong knowledge of Form I-9, IRCA regulations, and E-Verify
- Strong analytical and problem-solving skills with the ability to think through operational execution
- Ability to understand and apply pricing logic and productivity models (or willingness to learn)
- Strong communication skills with the ability to simplify complex concepts for clients
- Comfortable working in a fast-paced, evolving environment with multiple stakeholders
- Ability to balance technical understanding with business and client needs.
Benefits
- SBM offers comprehensive benefit packages.
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