Payments Solutions Advisor - Consultative Sales

Truist; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

Truist seeks a results-driven Payments Solutions Sales professional to lead consultative sales with assigned client groups in the United States. You will develop relationship plans, collaborate with bankers and product partners, and manage a portfolio of clients needing working capital solutions.

The role emphasizes revenue growth, risk mitigation, and proactive client engagement across virtual and in-person channels.

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 1 year of sales experience in financial services or payment solutions.
• 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

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 portfolio of clients with payments needs, requiring general knowledge of banking and payments solutions as well as working capital concepts.
• Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• 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.
• Meet 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 and desired behaviors.

Skills

Interpersonal communication

Negotiation skills

Client relationship management

Virtual communication

Time management

Self-starter

Education

Bachelor's degree

Job description

Truist seeks a results-driven Payments Solutions Sales professional to lead consultative sales with assigned client groups in the United States. You will develop relationship plans, collaborate with bankers and product partners, and manage a portfolio of clients needing working capital solutions.

The role emphasizes revenue growth, risk mitigation, and proactive client engagement across virtual and in-person channels.