Strategic Virtual Payments Consultant

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k plan

Vacation and sick days

Job summary

Truist Financial Corporation is seeking a sales-focused professional to drive consultative payments solutions for assigned client groups, emphasizing cash flow management and risk mitigation. The role involves close collaboration with lines of business and product partners to grow revenue and wallet share.

You will manage a portfolio of clients, conduct detailed financial reviews, and present solutions that meet client needs using virtual engagement methods.

Qualifications

• 1) 3 years of sales experience in financial services or payment solutions.
• 2) Proficient in virtual communication methods (email, phone, virtual meetings).
• 3) Ability to conduct in-depth financial reviews and communicate solutions.

Responsibilities

• Execute sales plan to drive revenue and portfolio growth.
• Foster relationships with bankers and product partners for opportunities.
• Manage a portfolio of clients with payments needs and working capital concepts.
• Develop relationship plans to identify retention and new client opportunities.
• Provide working capital services including receivables, payables, and liquidity solutions.
• Adhere to policies; escalate issues and risks to leadership.
• Consult with clients via various communication methods.
• Report on sales efforts, progression, and revenue.
• Lead with product knowledge and best-in-class strategies.
• Meet with clients virtually to assess needs and recommend solutions.
• Coordinate fulfillment and refer to product experts as needed.
• Manage complex servicing issues using internal resources.
• Meet individual performance goals for revenue and growth.
• Preferred: 5+ years in financial services or payment solutions; Certified Treasury Professional.

Skills

Sales experience

Virtual client communication

Relationship building

Financial services understanding

Negotiation skills

Client needs assessment

Education

Bachelor's degree or equivalent

Job description

Truist Financial Corporation is seeking a sales-focused professional to drive consultative payments solutions for assigned client groups, emphasizing cash flow management and risk mitigation. The role involves close collaboration with lines of business and product partners to grow revenue and wallet share.

You will manage a portfolio of clients, conduct detailed financial reviews, and present solutions that meet client needs using virtual engagement methods.