Back to Jobs

Wholesale Payments Virtual Payments Consultant II

Remote, USA Full-time Posted 2025-11-03
[ad_1]

<b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b><br><br>Need Help?<br><br>If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).<br><br><b>Regular or Temporary:</b><br>Regular<br><br><b>Language Fluency: </b>English (Required)<br><br><b>Work Shift:</b><br>1st shift (United States of America)<br><br><strong><b>Please review the following job description:</b></strong><br><br>Responsible for consultative sales of Payments Solutions to assigned to the Business Connect group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.<br><br><b>Essential Duties and Responsibilities</b><br><br>Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. <br><br>1. 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.<br><br>2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.<br><br>3. Independently manages a portfolio of clients with payments needs, requiring general knowledge of banking and payments solutions as well as working capital concepts.<br><br>4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities.<br><br>5. 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).<br><br>6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.<br><br>7. Ability to consult with a client through various methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.).<br><br>8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.<br><br>9. Considered a leader amongst peers for product knowledge and best in class strategies.<br><br>10.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.<br><br>11.Coordinate fulfillment process as needed and make referrals to product experts as required.<br><br>12.Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.<br><br>13. Meets individual performance goals of revenue/profit growth desired behaviors. <br><br><b>Required Qualifications:</b><br>The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br><br>1. Bachelor's degree or an equivalent combination of education and related work experience.<br>2. 3 years of sales experience in financial services or payment solutions<br>3. 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<br>4. 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.<br>5. Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages <br>6. Self-Starter with the ability to work productively without close supervision<br><br><b>Preferred Qualifications:</b><br>1. 5 years or more sales in financial services or direct experience in payment solutions<br>2. Certified Treasury Professional<br><br><b>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.<br><br><b>Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</b><br><br>EEO is the Law E-Verify IER Right to Work


[ad_2]
apply to this job

Similar Jobs

Experienced Customer Care Professional – American Express Virtual Customer Service Representative $28-$35/Hour - Work from Home Opportunity

Remote, USA Full-time

**Experienced Data Entry Research Participant – Remote Opportunity with blithequark**

Remote, USA Full-time

**Experienced Full Stack Technical Support / Customer Service Representative – Remote Work Opportunity with blithequark**

Remote, USA Full-time

Virtual Assistant and Admin support

Remote, USA Full-time

[Entry Level/No Experience] Remote Call Center Representative $28/H – – Amazon Store

Remote, USA Full-time

Experienced Customer Service Representative – Remote Work Opportunity with blithequark

Remote, USA Full-time

Experienced Remote Data Entry Clerk (Typist) – Part-Time Work from Home Opportunity with Competitive Salary and Immediate Start

Remote, USA Full-time

REMOTE Regional Sales Representative - Maryland

Remote, USA Full-time

Experienced Work From Home Customer Service Representative – Delivering Exceptional Health Care Benefits and Services to Members at blithequark

Remote, USA Full-time

**Experienced Part-Time Remote Amazon Chat Specialist – Delivering Exceptional Customer Service with blithequark**

Remote, USA Full-time

Talent Acquisition, Recruiter- Remote Option

Remote, USA Full-time

Senior Market Manager, Airbnb for Business in USA

Remote, USA Full-time

Experienced Remote Customer Service Representative – Home-Based Opportunity with Competitive Pay Rates and Professional Growth

Remote, USA Full-time

Cloud Security Engineer

Remote, USA Full-time

Benefits Manager - REMOTE

Remote, USA Full-time

Work From Home Entry Level Sales

Remote, USA Full-time

Lead Cashier

Remote, USA Full-time

Executive Assistant (Contract)

Remote, USA Full-time

Dog Walker / Dog Sitter

Remote, USA Full-time

Remote Customer Support Specialist - Amazon Work From Home Opportunity with Competitive $19 Hourly Rate and Comprehensive Benefits

Remote, USA Full-time