Strategic Virtual Payments Consultant

Truist; Louisville (KY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days (min 10 days)

Sick days (10 days)

Paid holidays

Job summary

Truist seeks a results-driven sales professional to consult with commercial clients on Payments Solutions, focusing on cash flow management and working capital optimization. You will collaborate with bankers, product partners, and internal teams to identify opportunities and drive revenue growth.

The role requires 3+ years in financial services sales, strong virtual communication, and a self-starting approach to manage a portfolio of clients with payments needs.

Qualifications

• Bachelor's degree or equivalent combination of education and related work experience.
• 3 years of sales experience in financial services or payment solutions
• 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.
• Exceptional 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 with line of business and internal partners to identify and drive client/prospect sales opportunities to achieve revenue and portfolio growth.
• 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 and working capital concepts.
• Develops detailed relationship plans for clients/prospects within assigned client group to identify retention and new client opportunities.
• Provides client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions.
• Adheres to policies and procedures, escalating issues and risks as needed.
• Consults with clients via email, phone, or virtual meetings to assess needs and present solutions.
• Reports on sales efforts, progression, and revenue; prepares required administrative reporting.
• Acts as a product knowledge leader and shares best-in-class strategies.
• Meets with clients virtually to assess needs and recommend solutions; coordinates fulfillment and referrals to product experts.
• Manages complex servicing issues by leveraging Truist resources.
• Meets individual performance goals for revenue and profit growth.

Skills

Virtual consultative sales

Relationship management

Negotiation skills

Financial services knowledge

Working capital concepts

Education

Bachelor's degree or equivalent

Job description

Truist seeks a results-driven sales professional to consult with commercial clients on Payments Solutions, focusing on cash flow management and working capital optimization. You will collaborate with bankers, product partners, and internal teams to identify opportunities and drive revenue growth.

The role requires 3+ years in financial services sales, strong virtual communication, and a self-starting approach to manage a portfolio of clients with payments needs.