Wholesale Payments Virtual Payments Consultant

Truist•Orlando, FL

1d•$95,000 - $160,000•Remote

About The Position

Responsible for consultative sales of Payments Solutions to complex and high-revenue client groups (i.e., Commercial Community Bank, Business Connect, Small Business Banking/Small Business Direct, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. This role involves executing sales plans, developing strong partnerships with internal teams, managing a large portfolio of clients with complex payments needs, and leading the development of detailed relationship plans. The consultant will be proficient in working capital services and solutions, adhere to policies, and consult with clients effectively through various communication methods. Accurate reporting of sales efforts and revenue is required. The position is considered a leader amongst peers for product knowledge and best-in-class strategies, acting as a subject matter expert for complex Wholesale Payments solutions. The consultant will meet with clients virtually to assess needs, review financial practices, conduct cash flow conversations, and make recommendations. They will also coordinate fulfillment processes, manage complex servicing issues, and meet individual performance goals. Additionally, the consultant will serve as a mentor to junior level Consultants.

Requirements

Bachelor's degree or an equivalent combination of education and related work experience.
5 years of sales experience of financial services or payment solutions
Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
Demonstrated ability to conduct business via virtual methods including: accomplished interpersonal communication, negotiation skills, proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews and effectively communicating solutions that meet client needs
Strong knowledge of how a business operates and the full set of financial solutions needed by the aligned business segmentations to include the financial services sales process and cycle.
Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages
Self-Starter with the ability to work productively without close supervision

Nice To Haves

7+ years in financial services or direct experience in payment solutions
Deep knowledge of Wholesale Payments
Certified Treasury Professional

Responsibilities

Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client/prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio.
Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
Independently manages a large portfolio of clients with complex payments needs, requiring expert knowledge of banking and payments solutions as well as working capital concepts.
Leads the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
Proficient in working capital services and solutions, including receivables, payables, information reporting and liquidity solutions (depending on position need, a product specialization may be required).
Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
Ability to consult with a client through various methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.).
Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.
Considered a leader amongst peers for product knowledge and best in class strategies.
Subject matter expert with the most complex Wholesale Payments solutions in order to manage a larger/active portfolio with higher revenue expectations.
Meets with clients virtually to assess client needs, review their financial management practices and solutions, conduct cash flow cycle conversations, and make recommendations for needed solutions.
Coordinate fulfillment process as needed and make referrals to product experts as required.
Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
Meets individual performance goals of revenue/profit growth desired behaviors.
Serves as a mentor to junior level Consultants.