Truist · 5 hours ago
Virtual Payments Consultant
United States
Full-time
Remote
Mid, Senior Level
3+ years expTruist Bank is a financial services company seeking a Virtual Payments Consultant. This role is responsible for consultative sales of Payments Solutions, managing client portfolios, and fostering relationships to achieve revenue growth.
BankingFinanceFinancial Services
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 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
Considered a leader amongst peers for product knowledge and best in class strategies
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
Meets individual performance goals of revenue/profit growth desired behaviors
Qualification
Required
Bachelor's degree or an 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 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
Preferred
5 years or more sales in financial services or direct experience in payment solutions
Certified Treasury Professional
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
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
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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