Merchant Services Sales Consultant - Middle Market

Truist; Bethesda (MD); On-site; USD 105,000 - 155,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Sick days

Tax-advantaged savings

Job summary

Truist Financial Corporation in Bethesda, MD seeks a Regular, Sales Specialist to identify and develop Merchant Services opportunities with a consultative approach. You will assess client payment needs and deliver comprehensive solutions, collaborating with bankers and product partners.

This role requires travel and fluency in English. Responsibilities include executing sales plans, expanding client relationships, and reporting on revenue.

Qualifications

• Bachelor’s degree or equivalent combination of education and related work experience.
• 5+ years of sales experience in financial or payments products and/or services.
• Ability to present and communicate effectively and confidently.
• Proven experience working across departments and lines of business within large financial organizations.
• Growth mindset to adapt and resolve complex issues.
• Mentor teammates to help them grow within their roles.
• Must be able to travel.

Responsibilities

• Execute the sales plan and develop strong partnerships with internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for the assigned client portfolio.
• Foster relationships with bankers, product partners, and other stakeholders to collaborate on opportunities and engage in strategic client planning.
• Focus on new business development by selling payment processing solutions to existing clients and prospects, proactively engaging the market and consulting with clients to identify payment processing needs and deliver comprehensive solutions.
• Participate in the development of detailed relationship plans for clients and prospects within the assigned client group to identify key retention and new client acquisition opportunities.
• Provide client working capital services and solutions focused on receivables.
• Adhere to all applicable policies and procedures and proactively raise issues and risks to leadership.
• Consult with clients through various communication methods (e.g., in‑person, email, voicemail, virtual meeting) in an effective manner.
• Report accurately on sales efforts, progress, and revenue.

Skills

Sales experience

Communication

Cross-functional collaboration

Travel-ready

Mentorship

Education

Bachelor's degree

Master's degree

Job description

Truist Financial Corporation is seeking a Regular, Sales Specialist to identify and develop Merchant Services sales opportunities within a specialized market. The role requires a consultative sales approach to help business clients assess their payment processing needs and deliver comprehensive solutions. The position is based in the United States of America, works the 1st shift, and requires fluency in English (Required).

Essential Duties And Responsibilities

• Execute the sales plan and develop strong partnerships with internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for the assigned client portfolio.
• Foster relationships with bankers, product partners, and other stakeholders to collaborate on opportunities and engage in strategic client planning.
• Focus on new business development by selling payment processing solutions to existing clients and prospects, proactively engaging the market and consulting with clients to identify payment processing needs and deliver comprehensive solutions.
• Participate in the development of detailed relationship plans for clients and prospects within the assigned client group to identify key retention and new client acquisition opportunities.
• Provide client working capital services and solutions focused on receivables.
• Adhere to all applicable policies and procedures and proactively raise issues and risks to leadership.
• Consult with clients through various communication methods (e.g., in‑person, email, voicemail, virtual meeting) in an effective manner.
• Report accurately on sales efforts, progress, and revenue.

Qualifications – Required

• Bachelor’s degree or equivalent combination of education and related work experience.
• 5+ years of sales experience in financial or payments products and/or services.
• Ability to present and communicate effectively and confidently.
• Proven experience working across departments and lines of business within large financial organizations.
• Growth mindset to adapt and resolve complex issues.
• Mentor teammates to help them grow within their roles.
• Must be able to travel.

Qualifications – Preferred

• Master’s degree in Business, Marketing, Finance, Computer Science, or a related field.
• Relevant banking experience through prior employment or training programs.
• Industry certifications relating to Merchant Services.
• Formal sales training.
• 10+ years of sales experience in financial or payments products and/or services.

The annual base salary for this position is $105,000 – $155,000, with additional incentive pay available.

Benefits: Eligible employees (regular teammates working 20+ hours per week) receive medical, dental, vision, life insurance, disability, accident and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Employees also receive a minimum of 10 days of vacation (prorated), 10 sick days, and paid holidays. Additional benefits such as a defined benefit pension plan, restricted stock units, and deferred compensation may apply based on division and position.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected classifications. Truist is a Drug‑Free Workplace. EEO is the Law. E‑Verify. IER. Right to Work.