Strategic Payments Solutions Consultant

Truist Financial Corporation; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental plan

Vision plan

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial Corporation is recruiting a sales-focused professional to deliver consultative payments solutions to an assigned client group. You will work with Commercial Community Bank, Business Connect, Small Business Banking, and Wealth Management teams to align cash flow management, working capital solutions, and risk mitigations with Truist's values.

Responsibilities include executing the sales plan, building partnerships, managing client portfolios, and delivering liquidity and

Qualifications

• Requires proven ability to conduct business via virtual methods and build rapport with clients.
• Demonstrates negotiation skills and proactive client contact to understand needs.
• Ability to manage a large pipeline and perform financial reviews with clients.
• Knowledge of payments solutions, working capital concepts, and treasury practices.
• Strong organizational skills and self-starting attitude.

Responsibilities

• Executes sales plan and drives revenue growth for assigned client portfolio.
• Fosters relationships with bankers and product partners for strategic planning.
• Manages a portfolio of clients with payments needs and liquidity solutions.
• Develops relationship plans to identify retention and new client opportunities.
• Provides client working capital services, reporting, and referrals to experts.
• Maintains compliance with policies and escalates risks as needed.
• Conducts client meetings virtually and reviews cash flow needs and solutions.
• Coordinates fulfillment and resolves complex servicing issues.

Skills

Interpersonal communication

Negotiation skills

Client relationship management

Time management

Education

Bachelor's degree or equivalent

Job description

Truist Financial Corporation is recruiting a sales-focused professional to deliver consultative payments solutions to an assigned client group. You will work with Commercial Community Bank, Business Connect, Small Business Banking, and Wealth Management teams to align cash flow management, working capital solutions, and risk mitigations with Truist's values.

Responsibilities include executing the sales plan, building partnerships, managing client portfolios, and delivering liquidity and