Wholesale Payments Consultant
Truist
full-time
Posted on:
Location Type: Office
Location: Tampa • Florida • United States
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Job Level
About the role
- 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 portfolio of clients with payments needs, requiring general knowledge of banking and payments solutions as well as working capital concepts.
- Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.
- Responsible for providing client 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.
- Meet 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 and desired behaviors.
Requirements
- Bachelor's degree or an equivalent combination of education and related work experience
- 1 year of sales experience in financial services or payment solutions
- 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.
Benefits
- 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.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencefinancial servicespayment solutionsworking capital servicesreceivablespayablesinformation reportingliquidity solutionsfinancial management practicescash flow cycle
Soft Skills
interpersonal communicationnegotiation skillsproactive client contactbuilding rapportunderstanding client needstime managementorganizational skillsself-starterproblem-solvingconsultative selling
Certifications
Bachelor's degree