Virtual Wholesale Payments Senior Consultant

Truist Financial Corporation; Oregon; Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

401k plan

Paid holidays

Job summary

Truist is seeking a skilled sales professional to drive consultative payments solutions for complex commercial clients. You will manage a high-revenue portfolio, lead relationship planning, and collaborate with bankers and product partners to identify opportunities.

The role requires deep knowledge of working capital, receivables, payables, and liquidity solutions, with a focus on risk mitigation. Strong virtual communication and a proactive client approach are essential.

Qualifications

• Bachelor's degree or equivalent education and experience.
• 5 years of sales experience in financial services or payment solutions.
• Must obtain CTP within 12 months of entering position.
• Proven virtual communication, negotiation, and needs assessment skills.
• Strong understanding of financial solutions and sales cycles.
• Excellent time management and ability to manage a large pipeline.

Responsibilities

• Execute sales plan and collaborate with internal partners to drive opportunities.
• Foster relationships with bankers and product partners for opportunity planning.
• Independently manage a large portfolio with complex payments needs.
• Develop detailed relationship plans to retain and acquire clients.
• Consult on working capital services, including receivables and liquidity solutions.
• Report sales efforts and revenue accurately and timely.
• Mentor junior consultants and share product knowledge.

Skills

Consultative sales

Payments solutions

Relationship management

Working capital concepts

Virtual client engagement

Education

Bachelor's degree or equivalent

Certified Treasury Professional (CTP) within 12 months

7+ years in financial services

Wholesale Payments knowledge

Job description

Truist is seeking a skilled sales professional to drive consultative payments solutions for complex commercial clients. You will manage a high-revenue portfolio, lead relationship planning, and collaborate with bankers and product partners to identify opportunities.

The role requires deep knowledge of working capital, receivables, payables, and liquidity solutions, with a focus on risk mitigation. Strong virtual communication and a proactive client approach are essential.