Wholesale Payments Virtual Sales Consultant
About The Position
The Wholesale Payments Virtual Sales Consultant is responsible for consultative sales of Payments Solutions to complex, high-revenue client groups, 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 Truist’s Purpose, Mission, and Values. The Consultant independently manages a large portfolio of clients with complex payments needs, serves as a subject matter expert on complex Wholesale Payments solutions, and works with bankers and product partners to identify sales opportunities and support strategic client planning. The position meets with clients virtually to assess needs, review financial management practices, discuss cash flow cycles, and recommend appropriate solutions. It also supports fulfillment, complex servicing issues, sales reporting, and the development of junior consultants.
Requirements
- Bachelor’s degree or an equivalent combination of education and related work experience.
- Five years of sales experience in financial services or payment solutions.
- Must have or obtain Certified Treasury Professional (CTP) certification within 12 months of entering the position.
- Demonstrated ability to conduct business virtually, including strong interpersonal communication and negotiation skills, 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.
- Exceptionally 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.
- English fluency is required.
Nice To Haves
- Seven or more years of experience in financial services or direct experience in payment solutions.
- Deep knowledge of Wholesale Payments.
- Certified Treasury Professional (CTP) certification.
Responsibilities
- Execute the sales plan and partner with lines of business and internal teams 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 large portfolio of clients with complex payments needs, applying expert knowledge of banking, payments solutions, and working capital concepts.
- Develop detailed relationship plans for assigned clients and prospects to identify retention and new-client acquisition opportunities.
- Apply knowledge of working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions; a product specialization may be required depending on position need.
- 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 progression, sales revenue, and other required administrative information.
- Serve as a peer leader in product knowledge and best-in-class strategies, and as a subject matter expert for complex Wholesale Payments solutions.
- 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 available Truist resources.
- Meet individual performance goals for revenue and profit growth and desired behaviors.
- Mentor junior-level Consultants.
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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
