Wholesale Payments Consultant

Truist

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

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $80,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing client portfolios within financial services, focusing on sales growth, relationship building, and providing tailored financial solutions. Proficient in virtual client engagement and adept at navigating complex client servicing issues.

Highest-signal resume keywords

Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeTime Management SkillsCertified Treasury Professional

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales PlanningClient AcquisitionFinancial Management PracticesPayments SolutionsRevenue Growth StrategiesSales ReportingComplex Problem SolvingPipeline ManagementVirtual CommunicationStrategic Client Planning

Soft Skills

Interpersonal CommunicationNegotiation SkillsProactive Client EngagementRapport-Building AbilityOrganizational Skills

Certifications & Qualifications

Certified Treasury Professional

Industry Keywords

Financial ServicesPaymentsWorking Capital ServicesClient ServicingSales Process

About the role

Key responsibilities & impact

Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities
Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
Foster relationships with bankers and product partners and engage in strategic client planning
Independently manage a portfolio of clients with payments needs
Develop detailed 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
Accurately report sales efforts, sales progression, sales revenue, and other administrative information
Meet virtually with clients to assess needs, review financial management practices, discuss cash flow cycles, and recommend solutions
Coordinate fulfillment processes and refer clients to product experts as needed
Manage and solve complex client servicing issues
Meet individual performance goals for revenue and profit growth

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
5 years or more of sales experience in financial services or direct experience in payment solutions preferred

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year of employment, prorated as applicable
10 sick days, prorated as applicable
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
Additional incentive pay