Wholesale Payments Solutions Consultant

Truist

. Responsible for assisting Treasury Solutions sales in closing deals involving complex products to meet client needs.

Posted 5/6/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorLead💰 $140,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for assisting Treasury Solutions sales in closing deals involving complex products to meet client needs.
Support business development efforts to drive revenue growth of assigned products.
Collaborate with divisional teams to recommend actions for product monetization.
Serve as the primary technical product expert for multiple business units.
Interact with clients to qualify needs, present solutions, and implement them effectively.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Treasury ManagementFinancial AnalysisProduct MonetizationConsultingRevenue Growth StrategiesClient Needs AssessmentSolution ImplementationTechnical Product Expertise

Soft Skills

CollaborationCommunicationInterpersonal SkillsProblem Solving