Wholesale Payments Virtual Sales 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

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Responsible for consultative sales of Payments Solutions to complex and high-revenue 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

• 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.
• Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
• Independently manages a large portfolio of clients with complex payments needs, requiring expert knowledge of banking and payments solutions as well as working capital concepts.
• Leads the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
• Proficient in working capital services and solutions, including receivables, payables, information reporting and liquidity solutions (depending on position need, a product specialization may be required).
• Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.
• Ability to consult with a client through various methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.).
• Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.
• Considered a leader amongst peers for product knowledge and best in class strategies.
• Subject matter expert with the most complex Wholesale Payments solutions in order to manage a larger/active portfolio with higher revenue expectations.
• 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.
• Coordinate fulfillment process as needed and make referrals to product experts as required.
• Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.
• Meets individual performance goals of revenue/profit growth desired behaviors.
• Serves as a mentor to junior level Consultants.

Required Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 5 years of sales experience of financial services or payment solutions
• Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
• 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
• 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.
• Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages
• Self-Starter with the ability to work productively without close supervision

Preferred Qualifications

• 7+ years in financial services or direct experience in payment solutions
• Deep knowledge of Wholesale Payments
• Certified Treasury Professional

The annual base salary for this position would be $90,000 - $140,000.

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 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.EEO is the Law

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