Strategic Payments Solutions Sales Consultant

Truist Financial Corporation; Louisville (KY); Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and holidays

Résumé du poste

Truist Financial Corporation is seeking a results-driven sales professional to lead consultative payments solutions for its client groups, including Commercial Community Bank, Business Connect, Small Business Banking, and Wealth Management. The role emphasizes cash flow management, working capital, and risk mitigation while aligning with Truist's values.

You will manage client relationships, collaborate with product partners, and provide working capital services such as receivables, payables,

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 3 years of sales experience in financial services or payment solutions
• Demonstrated ability to conduct business via virtual methods including interpersonal communication, negotiation, 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

Responsabilités

• 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.
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.
• Considered a leader amongst peers for product knowledge and best in class strategies.
• Meets 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 desired behaviors.

Connaissances

Sales experience

Virtual communication

Negotiation skills

Client relationship building

Financial review

Time management

Self-starter

Formation

Bachelor's degree or equivalent

Outils

Certified Treasury Professional

Description du poste

Truist Financial Corporation is seeking a results-driven sales professional to lead consultative payments solutions for its client groups, including Commercial Community Bank, Business Connect, Small Business Banking, and Wealth Management. The role emphasizes cash flow management, working capital, and risk mitigation while aligning with Truist's values.

You will manage client relationships, collaborate with product partners, and provide working capital services such as receivables, payables,