Virtual Payments Consultant - Commercial Card

Truist•Tampa, FL

6d•$80,000 - $110,000

About The Position

Responsible for consultative sales of payments solutions to an assigned client group, using a cash flow management and working capital approach focused on risk mitigation and grounded in Truist's Purpose, Mission and Values. The consultant independently manages a portfolio of clients with payments needs and provides working capital services and solutions, including receivables, payables, information reporting and liquidity solutions. The position involves virtual client meetings to assess needs, review financial management practices and cash flow cycles, and recommend appropriate solutions. It also includes coordinating fulfillment and referrals, resolving complex servicing issues, reporting sales activities and revenue, and collaborating with bankers, product partners and other internal teams to achieve revenue and portfolio growth objectives.

Requirements

Bachelor's degree or an equivalent combination of education and related work experience.
At least 3 years of sales experience in financial services or payment solutions.
Demonstrated ability to conduct business virtually, including interpersonal communication, negotiation, proactive client contact, rapport-building, understanding client needs, conducting in-depth financial reviews and communicating suitable solutions.
Strong knowledge of business operations and the financial solutions needed by aligned business segments, including the financial services sales process and cycle.
Strong time-management and organizational skills, including the ability to manage a large pipeline of deals at various stages.
Self-starter able to work productively without close supervision.

Nice To Haves

At least 5 years of sales experience in financial services or direct experience in payment solutions.
Certified Treasury Professional.

Responsibilities

Execute a sales plan and collaborate with lines of business and internal partners to identify and pursue client and prospect opportunities, achieving or exceeding revenue and portfolio growth objectives.
Build relationships with bankers and product partners to collaborate on opportunities and participate in strategic client planning.
Independently manage a portfolio of clients with payments needs, using general knowledge of banking, payment solutions and working capital concepts.
Participate in developing relationship plans for clients and prospects to identify retention and new-client acquisition opportunities.
Provide client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
Follow applicable policies and procedures and proactively escalate issues and risks to leadership.
Consult with clients effectively through email, phone, voicemail, virtual meetings and other communication methods.
Accurately report sales efforts, sales progress and revenue, along with other required administrative information.
Serve as a peer leader in product knowledge and best-in-class strategies.
Meet virtually with clients to assess needs, review financial management practices and solutions, discuss cash flow cycles and recommend solutions.
Coordinate fulfillment as needed and refer clients to product experts as appropriate.
Manage and resolve complex client servicing issues by understanding available Truist resources.
Meet individual performance goals for revenue and profit growth and desired behaviors.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units and/or a deferred compensation plan, depending on position and division