Language Fluency: English (Required)

Work Shift:

Please review the following job description:

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 leaderships 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. Meet 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. 10. Coordinate fulfillment process as needed and make referrals to product experts as required.
11. Manage/solve complex servicing issues for clients by maintaining a strong understanding of resources within Truist.
12. Meets individual performance goals of revenue/profit growth and 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.

1. Bachelors degree or an equivalent combination of education and related work experience
2. 1 year of sales experience in financial services or payment solutions
3. Demonstrated ability to conduct business via virtual methods including: accomplished interpersonal communication negotiation skills proactive client contact building rapport understanding client needs conducting indepth financial reviews and effectively communicating solutions that meet client needs
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.
5. Exceptionally strong time management and organizational skills as well as ability to manage a large pipeline of deals in various stages
6. SelfStarter with the ability to work productively without close supervision

Preferred Qualifications:

1. At least 3 years sales in financial services or direct experience in payment solutions
2. Certified Treasury Professional