Strategic Payments Solutions Advisor

Truist Financial Corporation; Oregon; Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid vacation (min 10 days)

Paid holidays

Job summary

Truist is seeking a sales-focused professional to drive Payments Solutions for Commercial Banking and Business segments. The role emphasizes consultative selling, client relationship growth, and liquidity and cash flow management.

Responsibilities include strategic planning, cross‑functional collaboration, and proactive client engagement to deliver scalable working capital solutions and revenue growth.

Qualifications

• 1. Bachelor's degree or equivalent experience.
• 2. 3 years of sales experience in financial services or payment solutions.
• 3. Ability to conduct business via virtual methods and build rapport.

Responsibilities

• Execute sales plan to meet revenue and portfolio growth.
• Foster relationships with bankers and product partners.
• Manage a portfolio of clients with payments needs and working capital concepts.
• Develop relationship plans to identify retention and new opportunities.
• Provide client working capital services including receivables and liquidity solutions.
• Escalate issues and maintain compliance with policies.
• Consult with clients via email, phone, or virtual meetings.
• Accurately report sales efforts and revenue progression.
• Meet clients virtually to assess needs and solutions.

Skills

Sales experience

Virtual selling

Relationship building

Education

Bachelor's degree

Job description

Truist is seeking a sales-focused professional to drive Payments Solutions for Commercial Banking and Business segments. The role emphasizes consultative selling, client relationship growth, and liquidity and cash flow management.

Responsibilities include strategic planning, cross‑functional collaboration, and proactive client engagement to deliver scalable working capital solutions and revenue growth.