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Wholesale Payments Consultant
TruistResponsible for consultative sales of Payments Solutions at Truist. Fostering relationships with clients in Commercial Banking, focusing on cash flow and risk mitigation.
Posted 6/6/2026full-timeCharlotte • Florida, North Carolina, Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite
About the role
Key responsibilities & impact- Executes sales plan and develops strong partnership with internal partners
- Fosters relationships with bankers and product partners
- Independently manages a portfolio of clients with payments needs
- Develops detailed relationship plans for clients
- Provides client working capital services and solutions
- Adheres to policies and procedures, escalates issues proactively
- Consults with clients effectively via multiple communication methods
- Responsible for accurate reporting of sales efforts and revenue
- Considered a leader amongst peers for product knowledge
- Coordinates fulfillment process and manages complex servicing issues
- Meets performance goals of revenue/profit growth
Requirements
What you’ll need- Bachelor's degree or 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 how a business operates and financial solutions
- Exceptionally strong time management and organizational skills
- Self-Starter with the ability to work productively without close supervision
Benefits
Comp & perks- Medical, dental, vision, life insurance
- Disability, accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencefinancial servicespayment solutionsclient working capital servicesreporting of sales effortsrevenue growthprofit growth
Soft Skills
relationship managementcommunication skillstime managementorganizational skillsself-starterleadershipproblem-solving
Certifications
Bachelor's degree