Wholesale Payments Virtual Sales Consultant

Truist Bank • Tampa, FL

5d

About The Position

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 manages a large portfolio of clients with complex payments needs, develops client relationship plans, and collaborates with bankers and product partners to identify sales opportunities and grow revenue and the portfolio. The role involves virtual client meetings to assess needs and financial management practices, discuss cash flow cycles, and recommend solutions. The consultant also coordinates fulfillment and referrals, resolves complex servicing issues, maintains accurate sales reporting, follows applicable policies, escalates risks, and mentors junior consultants.

Requirements

• Bachelor’s degree or an equivalent combination of education and related work experience.
• At least 5 years of sales experience in financial services or payment solutions.
• Must hold or obtain Certified Treasury Professional (CTP) certification within 12 months of entering the position.
• Demonstrated ability to conduct business virtually, including interpersonal communication, negotiation, proactive client contact, rapport-building, needs assessment, 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, including the ability to manage a large pipeline of deals at various stages.
• Self-starter able to work productively without close supervision.

Nice To Haves

• At least 7 years of experience in financial services or direct experience in payment solutions.
• Deep knowledge of Wholesale Payments.
• Certified Treasury Professional certification.

Responsibilities

• Execute the sales plan and partner with lines of business and internal partners to identify and pursue client and prospect opportunities, meeting or exceeding revenue and portfolio growth objectives.
• Build relationships with bankers and product partners to collaborate on opportunities and strategic client planning.
• Independently manage a large portfolio of clients with complex payments needs.
• Develop detailed relationship plans to identify client retention and new-client acquisition opportunities.
• Apply knowledge of 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, sales revenue, and other required administrative information.
• Serve as a peer leader in product knowledge and effective strategies, and as a subject matter expert on complex Wholesale Payments solutions.
• 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 using knowledge of Truist resources.
• Meet individual performance goals for revenue, 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
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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