Wholesale Payments Virtual Payments Consultant

Truist•Tampa, FL

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, with a focus on risk mitigation and alignment with Truist's Purpose, Mission, and Values. The consultant independently manages a portfolio of clients with payments needs, develops relationships and sales opportunities with internal partners, and provides working capital solutions such as receivables, payables, information reporting, and liquidity. The role includes virtual client consultations to assess financial management practices, discuss cash flow cycles, and recommend solutions. It also involves coordinating fulfillment, resolving complex servicing issues, reporting sales activity and revenue, and meeting individual growth and performance goals.

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 the 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 in different 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 the sales plan and collaborate with lines of business and internal partners to identify and advance client and prospect opportunities, meeting 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, applying general 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, with product specialization as needed.
Follow applicable policies and procedures and proactively escalate issues and risks to leadership.
Consult effectively with clients through email, phone, voicemail, virtual meetings, and other communication methods.
Accurately report sales efforts, sales progress, sales 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 needed 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 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 deferred compensation plan, depending on position and division