Wholesale Payments Virtual Payments Consultant II
Truist
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Responsible for consultative sales of Payments Solutions to assigned clients
- Executes sales plan and develops partnership with internal partners
- Manages a portfolio of clients with payments needs
- Develops detailed relationship plans for clients/prospects
- Provides client working capital services and solutions
- Adheres to policies and escalates issues to leadership
- Consults with clients through various communication methods
- Responsible for accurate reporting of sales efforts
- Meets clients virtually to assess needs and make recommendations
- Coordinates fulfillment process and makes referrals as needed
- Manages complex servicing issues for clients
- Meets individual performance goals
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience
- 3 years of sales experience in financial services or payment solutions
- Demonstrated ability to conduct business via virtual methods
- Strong knowledge of business operations and financial services sales process
- Exceptionally strong time management and organizational skills
- Self-Starter with the ability to work productively without close supervision
Benefits
- Medical, dental, vision, life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days vacation (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position)
- Restricted stock units (depending on position)
- Deferred compensation plan (depending on position)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencepayments solutionsfinancial servicesclient working capital servicesreporting of sales effortsbusiness operationssales process
Soft skills
consultative salestime managementorganizational skillsself-starterability to work independentlycommunication skills
Certifications
Bachelor's degree