Virtual Payments Consultant – Commercial Card

Truist

. Execute sales plans and develop partnerships with lines of business and internal partners to drive client and prospect sales opportunities .

Posted 10/30/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and executing sales strategies within financial services, focusing on payments solutions and business operations. Proficient in virtual communication and adept at identifying client needs to recommend tailored financial solutions.

Highest-signal resume keywords

Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeInterpersonal Communication SkillsCertified Treasury Professional

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payments SolutionsFinancial Management PracticesSales ReportingClient Acquisition StrategiesBusiness Operations Knowledge

Soft Skills

Negotiation SkillsTime ManagementOrganizational SkillsProactive Client ContactRapport-Building Ability

Tools & Technologies

Virtual Meeting PlatformsEmail CommunicationVoicemail Systems

Certifications & Qualifications

Bachelor's DegreeCertified Treasury Professional

Industry Keywords

Financial Services Sales ProcessClient ServicingWorking Capital ServicesReceivablesPayables

About the role

Key responsibilities & impact

Execute sales plans and develop partnerships with lines of business and internal partners to drive client and prospect sales opportunities
Foster relationships with bankers and product partners for strategic client planning
Independently manage a portfolio of clients with payments needs
Develop relationship plans to identify retention and new client acquisition opportunities
Provide working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
Follow applicable policies and procedures and escalate issues and risks to leadership
Consult with clients through email, phone, voicemail, and virtual meetings
Report sales efforts, sales progression, sales revenue, and other administrative information accurately
Serve as a peer leader for product knowledge and best-in-class strategies
Meet virtually with clients to assess needs, review financial management practices, discuss cash flow cycles, and recommend solutions
Coordinate fulfillment and refer clients to product experts as needed
Manage and solve complex client servicing issues
Meet individual revenue, profit growth, and desired-behavior performance goals

Requirements

What you’ll need

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
Accomplished interpersonal communication and negotiation skills
Proactive client contact and rapport-building ability
Ability to understand client needs, conduct in-depth financial reviews, and communicate appropriate solutions
Strong knowledge of business operations and financial solutions for aligned business segments
Knowledge of the financial services sales process and cycle
Exceptionally strong time management and organizational skills
Ability to manage a large pipeline of deals in various stages
Ability to work productively without close supervision
English language fluency required
Certified Treasury Professional preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year, prorated
10 sick days, prorated
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)