Senior Virtual Payments Solutions Consultant

Sigma Gamma Rho Sorority, Inc; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial Corporation seeks a Senior Wholesale Payments Sales Consultant to lead consultative sales of payments solutions to complex, high-revenue client groups (Commercial Banking, Small Business Banking, Wealth Management) with a focus on cash flow management and risk mitigation, grounded in Truist's purpose, mission and values.

You will manage a large portfolio, foster strong relationships with bankers and product partners, develop detailed relationship plans, and drive revenue growth.

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 5 years of sales experience in financial services or payment solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months of entering position.
• Proven ability to conduct business virtually with excellent interpersonal communication and negotiation skills.
• Strong knowledge of financial solutions and sales processes across business segments.

Responsibilities

• Execute sales plan and collaborate with line of business and internal partners to drive client opportunities.
• Foster relationships with bankers and product partners for strategic planning.
• Manage a large portfolio of clients with complex payments needs.
• Develop detailed relationship plans to retain and acquire clients.
• Proficient in working capital services and liquidity solutions.
• Escalate issues and risks to leadership as needed.
• Consult with clients via email, phone, or virtual meetings to assess needs and propose solutions.
• Report on sales efforts and revenue progression.

Skills

Consultative sales

Relationship management

Negotiation

Virtual collaboration

Payments solutions knowledge

Strategic client planning

Portfolio management

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

Tools

CRM systems

Reporting tools

Virtual meeting platforms

Job description

Truist Financial Corporation seeks a Senior Wholesale Payments Sales Consultant to lead consultative sales of payments solutions to complex, high-revenue client groups (Commercial Banking, Small Business Banking, Wealth Management) with a focus on cash flow management and risk mitigation, grounded in Truist's purpose, mission and values.

You will manage a large portfolio, foster strong relationships with bankers and product partners, develop detailed relationship plans, and drive revenue growth.