Wholesale Payments Virtual Payments Consultant

Truist Bank • Orlando, FL

2d

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. The role uses a cash flow management and working capital approach, focuses on risk mitigation, and is 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 role involves meeting with clients virtually to assess needs, review financial management practices, discuss cash flow cycles, and recommend solutions. It also coordinates fulfillment, refers clients to product experts, and resolves complex servicing issues.

The consultant executes sales plans and develops relationships with bankers, product partners, and clients to identify sales opportunities, support strategic client planning, and achieve revenue and portfolio growth objectives. The role requires accurate sales and administrative reporting, adherence to applicable policies and procedures, and proactive escalation of issues and risks. This is a regular position on the first shift in the United States of America. The annual base salary is $80,000–$110,000, with additional incentive pay available.

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 and the ability to manage a large pipeline of deals at various stages.
• Self-starter able to work productively without close supervision.

Nice To Haves

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

Responsibilities

• Execute sales plans and collaborate with business-line and internal partners to identify and drive client and prospect sales opportunities and achieve or exceed revenue and portfolio growth objectives.
• Build relationships with bankers and product partners, collaborate on opportunities, and participate in strategic client planning.
• Independently manage a portfolio of clients with payments needs.
• 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.
• 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 progression, revenue, and other required administrative information.
• Serve as a peer leader in product knowledge and best-in-class strategies.
• Meet with clients virtually 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 required.
• 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level