Wholesale Payments Virtual Sales Consultant

Consultative Sales Of Payments Solutions

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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.