Virtual Payments Consultant

Truist; Raleigh (NC); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Job summary

Truist Financial Corporation in Raleigh, NC, seeks a senior payments solutions consultant to drive strategic client engagements with large corporate clients, focusing on cash flow management, working capital optimization, and risk mitigation. You will manage a sizable, complex portfolio and collaborate with product teams to deliver tailored wholesale payment solutions.

The ideal candidate has 5+ years of financial services sales experience, CPA/CTP certification, exceptional relationship skills,

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 5 years of sales experience in financial services or payment solutions.
• Must have or obtain Certified Treasury Professional (CTP) within 12 months.
• Strong virtual communication, negotiation, and client engagement skills.
• Deep knowledge of financial solutions and sales processes for the target business segment.

Responsibilities

• Execute sales plans to achieve revenue and portfolio growth.
• Foster relationships with bankers and product partners to uncover opportunities.
• Manage a large, complex portfolio with payments needs and working capital concepts.
• Develop detailed relationship plans for retention and new client acquisition.
• Consult on working capital solutions including receivables, payables and liquidity.

Skills

Sales experience

CTP certification

Virtual communication

Negotiation

Relationship management

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Please review the following job description:

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Responsible for consultative sales of Payments Solutions to complex and high-revenue client group (i.e., Commercial Community Bank, Business Connect, Small Business Banking/Small Business Direct, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.

Essential Duties and Responsibilities

• 1. 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.
• 2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• 3. Independently manages a large portfolio of clients with complex payments needs, requiring expert knowledge of banking and payments solutions as well as working capital concepts.
• 4. Leads the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• 5. Proficient in working capital services and solutions, including receivables, payables, information reporting and liquidity solutions (depending on position need, a product specialization may be required).
• 6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
• 7. Ability to consult with a client through various methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.).
• 8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.
• 9. Considered a leader amongst peers for product knowledge and best in class strategies.
• 10. Subject matter expert with the most complex Wholesale Payments solutions in order to manage a larger/active portfolio with higher revenue expectations.
• 11. 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.
• 12. Coordinate fulfillment process as needed and make referrals to product experts as required.
• 13. Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
• 14. Meets individual performance goals of revenue/profit growth desired behaviors.
• 15. Serves as a mentor to junior level Consultants.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. Bachelor's degree or an equivalent combination of education and related work experience.
• 2. 5 years of sales experience of financial services or payment solutions
• 3. Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
• 4. Demonstrated 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
• 5. 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.
• 6. Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages
• 7. Self-Starter with the ability to work productively without close supervision

Preferred Qualifications:

• 1. 7+ years in financial services or direct experience in payment solutions
• 2. Deep knowledge of Wholesale Payments
• 3. Certified Treasury Professional

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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