Wholesale Payments Virtual Payments Consultant

About the role

Responsible for consultative sales of Payments Solutions to complex and high-revenue client group (i.e., Commercial Community Bank, Business Connect, Small Business Banking/Small Business Direct, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.

Responsibilities

• 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.
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