Virtual Payments Strategist | Cash Flow & Liquidity

Sigma Gamma Rho Sorority, Inc; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays and vacation

Job summary

Truist is seeking a high-performing sales professional to drive consultative sales of Payments Solutions to complex, high-revenue client groups. The role emphasizes cash flow and working capital solutions with a focus on risk mitigation within a large client portfolio.

You will develop relationship plans, collaborate with bankers and product partners, and lead strategic client conversations to identify opportunities and revenue growth.

Qualifications

• Bachelor's degree or equivalent combination of education and related work experience.
• 5 years of sales experience in financial services or payment solutions.
• Must obtain Certified Treasury Professional (CTP) within 12 months.
• Proven virtual engagement and negotiation skills with clients.
• Strong knowledge of financial solutions and sales processes.

Responsibilities

• Executes sales plan and partners with lines of business to drive revenue.
• Fosters relationships with bankers and product partners for opportunities.
• Manages a large portfolio of clients with complex payments needs.
• Develops detailed relationship plans for retention and new opportunities.
• Proficient in working capital services including receivables and liquidity solutions.
• Adheres to policies and proactively escalates issues to leadership.
• Consults with clients via email, phone, or virtual meetings.
• Reports sales efforts and revenue and other administrative data.
• Acts as a leader in product knowledge and strategy.
• Meets with clients virtually to assess needs and propose solutions.
• Coordinates fulfillment and referrals to product experts as needed.
• Manages complex servicing issues with internal resources.
• Meets individual revenue and growth goals.
• Mentors junior consultants.

Skills

Sales experience in financial services

Payments solutions knowledge

Virtual communication and negotiation

Relationship management

Time management with large pipeline

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

Job description

Truist is seeking a high-performing sales professional to drive consultative sales of Payments Solutions to complex, high-revenue client groups. The role emphasizes cash flow and working capital solutions with a focus on risk mitigation within a large client portfolio.

You will develop relationship plans, collaborate with bankers and product partners, and lead strategic client conversations to identify opportunities and revenue growth.