Wholesale Payments Virtual Payments Consultant
About The Position
Responsible for consultative sales of Payments Solutions to an assigned client group—including Commercial Community Bank, Business Connect, Small Business Banking/Small Business Direct, and Wealth Management—using a cash flow management and working capital approach focused on risk mitigation and grounded in Truist's Purpose, Mission, and Values. The role independently manages a portfolio of clients with payments needs and provides working capital services and solutions, which may include receivables, payables, information reporting, and liquidity solutions. The consultant collaborates with bankers, product partners, and other internal partners to identify sales opportunities, plan client relationships, and achieve revenue and portfolio growth objectives. The position conducts virtual client meetings to assess needs and financial management practices, discuss cash flow cycles, and recommend appropriate solutions. It also coordinates fulfillment and referrals, handles complex servicing issues, maintains accurate sales and administrative reporting, and follows applicable policies and procedures.
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, 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, with the ability to manage a large pipeline of deals at various stages.
- Self-starter able to work productively without close supervision.
- English language fluency required.
Nice To Haves
- At least 5 years of sales experience in financial services or direct experience in payment solutions.
- Certified Treasury Professional.
Responsibilities
- Execute the sales plan and collaborate with lines of business and internal partners to identify and drive client and prospect sales opportunities toward 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, applying knowledge of banking, payments solutions, and working capital concepts.
- Participate in developing detailed relationship plans to identify client retention and new-client acquisition opportunities.
- Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions; product specialization may be required depending on position needs.
- 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, progress, revenue, and 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 when appropriate.
- Manage and resolve complex client servicing issues by understanding 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 in the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
- Additional incentive pay is available
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
