Strategic Wholesale Payments Consultant (Virtual)

Truist; Louisville (KY); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Truist is seeking a seasoned sales professional to lead consultative payments solutions for complex commercial clients in the Louisville area. You will partner with bankers and product teams to identify opportunities, manage a large, high-revenue portfolio, and tailor working capital and liquidity solutions to client needs.

The role requires strong virtual communication, thorough financial reviews, and the ability to drive revenue growth while adhering to Truist's risk and compliance standards.

Qualifikationen

• Bachelor's degree or an equivalent combination of education and related work experience.
• 5 years of sales experience of financial services or payment solutions.
• Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position.
• Demonstrated ability to conduct business via virtual methods including 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.
• 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.

Aufgaben

• Executes sales plan and drives client/prospect opportunities to achieve revenue and portfolio growth for assigned client portfolio.
• Fosters relationships with bankers and product partners to collaborate on opportunities and strategic client planning.
• Manages a large portfolio of clients with complex payments needs and demonstrates expert knowledge of banking and payments solutions.
• Leads development of detailed relationship plans to identify retention and new client acquisition opportunities.
• Proficient in working capital services and liquidity solutions and information reporting.
• Adheres to policies and escalates issues to leadership when needed.
• Consults with clients effectively via email, phone, or virtual meetings to understand needs and present solutions.
• Reports on sales efforts and revenue progression and other required administrative reporting.
• Acts as a subject matter expert with Wholesale Payments solutions for higher revenue portfolios.
• Meets with clients virtually to assess needs and makes recommendations for solutions.
• Coordinates fulfillment and referrals to product experts as required.
• Manages complex servicing issues using internal Truist resources.
• Meets individual performance goals for revenue and growth.
• Mentors junior consultants.

Kenntnisse

Consultative sales

Relationship management

Virtual communication

Negotiation

Portfolio management

Needs assessment

Self-starter

Ausbildung

Bachelor's degree or equivalent

Certified Treasury Professional (CTP)

Jobbeschreibung

Truist is seeking a seasoned sales professional to lead consultative payments solutions for complex commercial clients in the Louisville area. You will partner with bankers and product teams to identify opportunities, manage a large, high-revenue portfolio, and tailor working capital and liquidity solutions to client needs.

The role requires strong virtual communication, thorough financial reviews, and the ability to drive revenue growth while adhering to Truist's risk and compliance standards.