Commercial Card Sales Consultant
About The Position
The Commercial Card Sales Consultant drives the growth and adoption of BankUnited’s Commercial Card and Virtual Card solutions. Working with Relationship Managers, Treasury Sales Consultants, and other partners, the consultant identifies, develops, and advances opportunities and leads client engagements through the sales process. The role combines consultative selling with hands-on sales execution. The consultant works with clients to understand accounts payable objectives and payment processes, identify opportunities for operational efficiency and working capital optimization, and recommend solutions with measurable value. Duties include portfolio analysis, client discovery, product demonstrations, spend and vendor analyses, pricing recommendations, proposals, and business development support. The position requires relationship-building, business acumen, and effective collaboration across teams. The successful candidate is proactive, client-focused, and motivated to develop business opportunities and drive results.
Requirements
- Strong written and verbal communication skills.
- Ability to travel 30% to 40%.
- Strong understanding of card product offerings, including 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 respective pros and cons.
- Proficiency with Microsoft Office Suite.
- Positive, upbeat attitude and enjoyment of working with a team.
Nice To Haves
- Bachelor’s degree preferred.
- Five or more years of Commercial Card Sales experience preferred.
- Candidates residing within BankUnited’s footprint may be given preference.
Responsibilities
- Provide expertise in Commercial Card and Virtual Card solutions to help clients optimize working capital, improve operational efficiencies, strengthen controls, and enhance payment security.
- Partner with Relationship Managers and other stakeholders to identify, develop, structure, and advance Commercial Card and Virtual 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 advance 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 remain engaged through early-stage implementation to support program 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 federal and state laws, regulations, guidance, Bank policies, and procedures, and complete required training.
- Identify and report suspicious activity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
