Virtual Payments Consultant – Strategic Client Advisor

Truist Financial Corporation; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and holidays

Paid sick days

Disability insurance

Job summary

Truist Financial Corporation is seeking a consultative salesperson to drive Payments Solutions sales to an assigned client group, focusing on cash flow management and working capital concepts. The role emphasizes risk mitigation and alignment with Truist's values.

You will manage a portfolio of clients, collaborate with bankers and product partners, and develop relationship plans to identify retention and new opportunities. Strong virtual selling and communication skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• 3 years of sales experience in financial services or payment solutions.
• Proven ability to conduct business virtually with strong interpersonal skills.
• Understanding of financial solutions and sales cycle.
• Strong time management and ability to manage a large pipeline.
• Self-starter with initiative and independence.

Responsibilities

• Executes sales plan and drives client/prospect opportunities to meet revenue and portfolio growth goals.
• Forges relationships with bankers and product partners for strategic client planning.
• Manages a portfolio of clients with payments needs and working capital concepts.
• Develops detailed relationship plans to identify retention and acquisition opportunities.
• Provides client working capital services including receivables, payables, and liquidity solutions.
• Escalates issues and risks to leadership; reports sales efforts and revenue accurately.
• Meets with clients virtually to assess needs and make recommendations for solutions.
• Coordinates fulfillment and referrals to product experts as required.
• Resolves complex servicing issues leveraging internal resources.

Skills

Sales experience

Relationship building

Virtual engagement

Communication skills

Education

Bachelor's degree or equivalent

Job description

Truist Financial Corporation is seeking a consultative salesperson to drive Payments Solutions sales to an assigned client group, focusing on cash flow management and working capital concepts. The role emphasizes risk mitigation and alignment with Truist's values.

You will manage a portfolio of clients, collaborate with bankers and product partners, and develop relationship plans to identify retention and new opportunities. Strong virtual selling and communication skills are essential.