Virtual Payments Consultant - Commercial Card

Truist; Raleigh (NC); In loco; USD 80.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision benefits

401k plan

Vacation and sick days

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Sales experience

Virtual client communication

Relationship building

Financial services understanding

Negotiation skills

Client needs assessment

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

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)

Please review the following job description:

Responsible for consultative sales of Payments Solutions to assigned 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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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 portfolio of clients with payments needs, requiring general knowledge of banking and payments solutions as well as working capital concepts.

4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.

5. Responsible for providing client 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. 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.

11. Coordinate fulfillment process as needed and make referrals to product experts as required.

12. Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.

13. Meets individual performance goals of revenue/profit growth desired behaviors.

Required Qualifications:

• 1. Bachelor's degree or an equivalent combination of education and related work experience.
• 2. 3 years of sales experience in financial services or payment solutions
• 3. 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
• 4. 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.
• 5. Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages
• 6. Self-Starter with the ability to work productively without close supervision

Preferred Qualifications:

• 1. 5 years or more sales in financial services or direct experience in payment solutions
• 2. Certified Treasury Professional

The annual base salary for this position is $80,000 - $110,000. Additional incentive pay is available for this position.

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 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.