Wholesale Payments Senior Solutions Consultant

Truist; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Sick leave

Paid holidays

Job summary

Truist is seeking a Senior Treasury Solutions expert to drive cross-channel sales of advanced treasury and payment solutions. You will act as the primary technical product expert, assemble deal teams for large opportunities, and present strategic options to C-level executives.

You will collaborate with product management, support implementation, and help move clients from paper to electronic processes, while mentoring teams and advancing new product ideas in a dynamic environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• At least 10 years in financial institutions with 8+ years in Treasury Management consulting.
• Certified Treasury Professional (CTP).
• Strong consultative selling with ability to present to large audiences.
• Broad knowledge of corporate treasury operations, payments, and ERP/TMS systems.
• Solid technology understanding including data formats and security.
• Proven ability to translate client needs into scalable tech solutions.
• Experience translating complex requirements into business value.

Responsibilities

• Serve as primary technical product expert across channels to propose strategic options to executives.
• Lead deal teams for large, complex payment opportunities.
• Join sales calls with Treasury Management Sales Officers to demonstrate value proposition.
• Coordinate with Product Management on new product ideas and competitive intelligence.
• Develop formal presentations on industry trends for internal and external use.
• Provide Treasury Management training as SME.
• Participate in focus groups and business case development.
• Move clients from paper to electronic offerings.
• Engage clients and lead whiteboard sessions to reengineer Payables/Receivables.
• Engage with cross-functional teams to drive alignment and results.

Skills

Treasury knowledge

C-suite engagement

Consultative selling

API integration

Data analytics

Cross-functional teamwork

Industry standards

Finance domain

Education

Bachelor's degree in Finance/Accounting/Economics/Business

CTP Certification

Tools

XMLSpy

Postman

Swagger/OpenAPI

Job description

Regular or Temporary

Regular

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Responsible for assisting Treasury Solutions sales in closing deals that involve solutions of multiple and technically complex products to meet potentially customized and unique client needs. Also responsible for business development efforts to drive revenue growth of assigned products with a focus on the sale of assigned complex technical solutions. Supports cross-divisional solution development priorities of Treasury Solutions products and services. Collaborates with other divisional team to recommend actions from a segment perspective to further monetize new and existing products/services.

Essential Duties & Responsibilities

• Operate as a resource for Sales Officers with assigned responsibility for specific subject matter needs that may encompass any range of solutions across the Cash Management/Treasury Management, Commercial Deposits, Retail Payments, International Services and Payroll Services business units.
• Serve as the primary technical product expert to span all relevant channels and lines of business to engineer and articulate strategic product alternatives to "C" level executives and business owners.
• Assess, assemble, coordinate and lead stakeholders to function as deal teams for larger, complex payment business opportunities.
• Participate in individual and joint sales calls with Treasury Management Sales Officers to identify needs and establish and demonstrate TRUIST's value proposition as part of the sale and implementation of integrated payments solutions.
• Interact in the sales process to cover all steps of client or prospect qualification, situation analysis, solution presentation, issue resolution, close and implementation including: technical evaluation of client's environment or situation, product demonstration, positioning of solutions against competitor offerings, resolution of technical objections, close of technical sale, implementation support and follow-up to ensure demonstration of value proposition conveyed during the sales process.
• Interact regularly with Product Management to identify and consult on new product ideas, recommend creative/innovative application of existing products, share competitive intelligence, and serve as a resource for concept testing and product launch.
• Gather, analyze and track industry trends around assigned area of expertise. Develop and deliver formal presentations for both internal and external use based on observed trends.
• Serve as a subject matter expert in Treasury Management training activities.
• Participate in focus groups and business case development activities to determine market potential.
• Maintain superior level of industry knowledge and be capable of moving clients from paper to electronic offerings.
• Engage clients and facilitate whiteboard sessions to help with reengineer Payables and Receivables processes, driving process improvement and solution adoption.
• Experience engaging C-suite leaders and collaborating seamlessly with cross-functional teams at all organizational levels to drive alignment and results.
• Advising corporate clients on finance and treasury transformation, leading technology enhancements, and delivering end-to-end implementation of advanced treasury and payment solutions.
• Experience working directly within corporate environments performing core treasury, AP/AR, and IT integration activities, with a strong ability to translate complex operational needs into scalable, technology-driven outcomes.
• Experience in facilitating collaborative sessions and conducting ethnographic research to help clients re-engineer Payables and Receivables processes, optimizing workflows and technology integration.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, Computer Science, or equivalent education and related training.
• Ten years of financial institutional experience, including eight years of experience in Treasury Management specifically on the consulting side.
• Certified Treasury Professional CTP)
• Consultative sales ability, able to make presentations to small and large audiences.
• Overall knowledge of corporate treasury operations, working capital management, domestic and international payments, collection and clearing systems, and supporting technologies.
• Mastery of general technology concepts and applications, including protocols for data transmission and integration of systems, security, data formats, treasury workstations, and Enterprise Resource Planning (ERP) and TMS systems.
• Comprehensive experience in transitioning clients from paper to electronic alternatives.
• Ability to quantify benefits to proposed solutions in terms of financial and business process value proposition.
• Ability to identify unfilled client needs and think creatively in the application of products as business solutions.
• Ability to work independently.
• Strong analytical and problem-solving skills.
• Demonstrated proficiency in basic computer applications like XMLSpy, Postman, Swagger, OpenAPI Tools.
• Advanced knowledge of emerging payment types and platforms, including Real-Time Payments (RTP), Zelle, Virtual Card (V-Card), Integrated Payables, and Foreign Exchange (FX) solutions, Integrated Receivables and Lockbox.
• Demonstrated expertise in API integration and embedded finance, with the ability to advise clients on leveraging these technologies for enhanced payment automation and connectivity.
• Support the proposal writing team in RFP/RFI responses for non-standard, complex integration questions to accurately reflect product and integrations capabilities.
• In-depth understanding of file format industry standards, including but not limited to:
• International Organization for Standardization
• American National Standards Institute (ANSI X12 for Electronic Data Interchange (EDI))
• (ISO 20022)
• Bank Administration Institute standards (BAI / BAI2 CAMT)
• SWIFT Message Types
• National Automated Clearing House Association (NACHA)
• Other relevant payment and data transmission standards

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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