Wholesale Payments Virtual Payments Consultant

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Please review the following job description

Responsible for consultative sales of Payments Solutions to assigned 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.

Essential Duties and Responsibilities

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.

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.

2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.

3. Independently manages a portfolio of clients with payments needs, requiring general knowledge of banking and payments solutions as well as working capital concepts.

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.

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).

6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention.

7. Ability to consult with a client through various methods of communication in an effective manner (ex. email, phone, voicemail, virtual meeting, etc.).

8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue in addition to other administrative reporting as required.

9. Considered a leader amongst peers for product knowledge and best in class strategies.

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.

11.Coordinate fulfillment process as needed and make referrals to product experts as required.

12.Manage/solve complex servicing issues for clients, by maintaining a strong understanding of resources within Truist.

13. Meets individual performance goals of revenue/profit growth desired behaviors.

Required Qualifications

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.