Payment Sales Consultant

Jobtailor; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

U.S. Bank is seeking a Payments Facilitator to orchestrate payment and deposit solutions across client segments in the U.S. market. You will be the unified face of the payments ecosystem, partnering with product and finance teams to optimize margin, pricing, and client outcomes.

In this role you will lead discovery conversations, translate client needs into integrated solutions, and drive year-over-year revenue growth while ensuring compliance with regulations like AML and BSA.

Qualifications

• Experience or knowledge in payments and deposit solutions across liquidity and investments, receivables, payments, commercial cards, merchant services, and trade domains.
• Ability to lead client discovery and solutioning conversations.
• Ability to engage product specialists and implementation teams.
• Ability to use Deepening Dashboards and Salesforce to track engagement, pipeline, and solution design stages.
• Ability to coordinate with ICG Relationship Managers throughout the sales cycle.
• Knowledge of pricing coordination across payment products, including CPS, MPS, FX, and Prepaid.
• Ability to manage margin and profitability with product and finance teams.
• Regulatory and compliance knowledge including AML, BSA, and related guidelines.

Responsibilities

• Serve as a Payments Facilitator orchestrating payment and deposit solutions across client segments.
• Simplify the go-to-market experience and elevate client conversations.
• Lead discovery conversations to understand client needs and translate them into integrated solutions.
• Serve as the single point of contact for payments strategy and coordinate with product and implementation teams.
• Track engagement, pipeline, and solution design stages using Deepening Dashboards and Salesforce.
• Coordinate pricing across CPS, MPS, FX, and Prepaid while ensuring margin and profitability.

Skills

Payments Solutions Expertise

Client Discovery Leadership

Salesforce Proficiency

Pricing Coordination

Regulatory Compliance Knowledge

Tools

Salesforce

Deepening Dashboards

Job description

• Serve as a Payments Facilitator orchestrating payment and deposit solutions across client segments
• Simplify the go-to-market experience and elevate client conversations
• Prioritize payment opportunities for ICG Relationship Managers
• Act as the unified face of U.S. Bank's payments ecosystem
• Integrate liquidity and investments, receivables, payments, commercial cards, merchant services, and trade solutions
• Deliver year-over-year revenue growth, expand relationships, and minimize attrition through proactive account planning and executive multi-threading
• Lead discovery conversations to understand client needs
• Translate client needs into integrated, client-centric solutions with product specialists and implementation teams
• Serve as the single point of contact for payments strategy
• Structure and lead client discussions aligned with business priorities and payment trends
• Track engagement, pipeline, and solution design stages using Deepening Dashboards and Salesforce
• Coordinate with ICG Relationship Managers for seamless handoffs and shared visibility
• Identify and prioritize payment opportunities within ICG Relationship Manager portfolios
• Provide insights on client segmentation, product fit, and revenue potential
• Coordinate pricing across payment products such as CPS, MPS, FX, and Prepaid
• Ensure pricing is competitive, appropriately bundled, and aligned with client value
• Partner with product and finance teams to manage margin and profitability
• Maintain compliance with applicable ethics, anti-money laundering, information security, suspicious activity reporting, and account opening requirements

Requirements

• Experience or knowledge in payments and deposit solutions across liquidity and investments, receivables, payments, commercial cards, merchant services, and trade domains
• Ability to lead client discovery and solutioning conversations
• Ability to engage product specialists and implementation teams
• Ability to use Deepening Dashboards and Salesforce to track engagement, pipeline, and solution design stages
• Ability to coordinate with ICG Relationship Managers throughout the sales cycle
• Knowledge of pricing coordination across payment products, including CPS, MPS, FX, and Prepaid
• Ability to manage margin and profitability with product and finance teams
• Compliance with U.S. Bank Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements
• Ability to follow account opening procedures and internal suspicious activity referral processes
• Ability to comply with U.S. Bank policies and procedures, including workplace conduct and safety policies
• Ability to comply with applicable background check and regulatory requirements, including potentially FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, SAFE Act, and federal guidelines

Core Competencies

Demonstrates expertise in payments and deposit solutions, with a strong focus on client engagement, pricing coordination, and compliance with regulatory requirements. Proven ability to lead client discussions and collaborate with product and finance teams to drive revenue growth and profitability.

Highest-signal resume keywords

• Payments Solutions Expertise
• Client Discovery Leadership
• Salesforce Proficiency
• Pricing Coordination
• Regulatory Compliance Knowledge

Hard Skills

• Payments Solutions
• Deposit Solutions
• Client Engagement
• Pricing Coordination
• Revenue Growth Strategies
• Account Planning
• Solution Design
• Margin Management
• Compliance Knowledge
• Client Segmentation

Soft Skills

• Communication
• Collaboration
• Problem-Solving
• Relationship Management
• Strategic Thinking

Industry Keywords

• Anti-Money Laundering
• Bank Secrecy Act
• FINRA
• NMLS Registration
• Reg Z
• Reg G
• OFAC
• NFA
• FCPA
• SAFE Act

Tools & Technologies

• Salesforce
• Deepening Dashboards