Commercial Card Sales Consultant

BankUnited•Orlando, FL

About The Position

The Commercial Card Sales Consultant drives growth and adoption of BankUnited’s Commercial Card and Virtual Card solutions. Working with Relationship Managers, Treasury Sales Consultants, and other internal partners, the consultant identifies, develops, and advances sales opportunities and leads client engagements throughout the sales process. The role combines consultative selling with hands-on sales execution, including portfolio analysis, client discovery, product demonstrations, spend and vendor analyses, pricing recommendations, proposals, and business development support. The consultant works directly with clients to understand accounts payable objectives and payment processes, identify opportunities for operational efficiency and working capital optimization, and recommend solutions that deliver measurable value. The role also supports opportunity strategy, solution design, pricing discussions, proposals and RFPs, and early-stage implementation to encourage program adoption. The successful candidate builds strong internal and client relationships, collaborates across teams, and helps expand client adoption and revenue growth.

Requirements

  • Bachelor’s degree preferred.
  • Five or more years of Commercial Card Sales experience preferred.
  • Strong written and verbal communication skills.
  • Ability to travel 30% to 40%.
  • Strong understanding of card products, such as T&E Card, Purchasing Card, Virtual Card, and related products and services.
  • Working knowledge of accounts payable and expense management processes.
  • Strong understanding of payment options and their relative advantages and disadvantages.
  • Proficiency with Microsoft Office Suite.
  • Positive, upbeat attitude and enjoyment of working with a team.

Nice To Haves

  • Candidates residing in locations within BankUnited’s footprint may be given preference.

Responsibilities

  • Provide expertise on Commercial Card and Virtual Card solutions to help clients optimize working capital, improve operational efficiency, strengthen controls, and enhance payment security.
  • Partner with Relationship Managers and other stakeholders to identify, develop, structure, and advance card opportunities.
  • Participate in client meetings and lead or support opportunity strategy, solution design, and pricing discussions.
  • Build relationships with Relationship Managers and internal partners to increase awareness and adoption of Card Solutions.
  • Perform spend and vendor analyses, including vendor match assessments, and present findings and program potential to clients and internal partners.
  • Lead or support Commercial Card RFPs, client proposals, and sales presentations.
  • Manage opportunities throughout the sales cycle and stay engaged through early-stage implementation to support adoption and Account Management efforts.
  • Maintain knowledge of BankUnited’s Commercial Card and Virtual Card solutions, industry trends, and competitive offerings.
  • Conduct product demonstrations and presentations for prospective and existing clients.
  • Provide client feedback to Product Management and participate in developing program enhancements and new solutions.
  • Comply with applicable laws, regulations, guidance, Bank policies, and procedures, and complete required training.
  • Identify and report suspicious activity.
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