Truist Financial

Wholesale Payments Senior Solutions Consultant

Truist Financial$108K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, Computer Science, or equivalent training.
  • Ten years of experience in financial institutions, with eight years in Treasury Management consulting.
  • Certified Treasury Professional (CTP) certification required.
  • Consultative sales capabilities for diverse audiences.
  • Strong knowledge of corporate treasury operations and management practices.

Responsibilities

  • Act as a resource for Sales Officers addressing diverse technical product needs.
  • Serve as the primary technical expert for solutions across all business units.
  • Lead deal teams for complex payment business opportunities.
  • Participate in sales calls to demonstrate solutions and value propositions.
  • Interact throughout the sales process for client qualification and solution implementation.
  • Collaborate with Product Management to innovate product ideas and applications.
  • Analyze industry trends and present findings to internal and external stakeholders.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Tax-preferred savings accounts and a 401k plan.
  • Minimum of 10 days vacation and 10 sick days per year.
  • Participation in a defined benefit pension plan based on eligibility.
Full Job Description
Responsible for assisting Treasury Solutions sales in closing deals that involve solutions of multiple and technically complex products to meet potentially customized and unique client needs. Also responsible for business development efforts to drive revenue growth of assigned products with a focus on the sale of assigned complex technical solutions. Supports cross-divisional solution development priorities of Treasury Solutions products and services. Collaborates with other divisional team to recommend actions from a segment perspective to further monetize new and existing products/services. Responsible for assisting Treasury Solutions sales in closing deals that involve solutions of multiple and technically complex products to meet potentially customized and unique client needs. Also responsible for business development efforts to drive revenue growth of assigned products with a focus on the sale of assigned complex technical solutions. Supports cross-divisional solution development priorities of Treasury Solutions products and services. Collaborates with other divisional team to recommend actions from a segment perspective to further monetize new and existing products/services. Essential Duties and Responsibilities 1. Operate as a resource for Sales Officers with assigned responsibility for specific subject matter needs that may encompass any range of solutions across the Cash Management/Treasury Management, Commercial Deposits, Retail Payments, International Services and Payroll Services business units. 2. Serve as the primary technical product expert to span all relevant channels and lines of business to engineer and articulate strategic product alternatives to C level executives and business owners. 3. Assess, assemble, coordinate and lead stakeholders to function as deal teams for larger, complex payment business opportunities. 4. Participate in individual and joint sales calls with Treasury Management Sales Officers to identify needs and establish and demonstrate TRUIST9s value proposition as part of the sale and implementation of integrated payments solutions. 5. Interact in the sales process to cover all steps of client or prospect qualification, situation analysis, solution presentation, issue resolution, close and implementation including: technical evaluation of client9s environment or situation, product demonstration, positioning of solutions against competitor offerings, resolution of technical objections, close of technical sale, implementation support and follow-up to ensure demonstration of value proposition conveyed during the sales process. 6. Interact regularly with Product Management to identify and consult on new product ideas, recommend creative/innovative application of existing products, share competitive intelligence, and serve as a resource for concept testing and product launch. 7. Gather, analyze and track industry trends around assigned area of expertise. Develop and deliver formal presentations for both internal and external use based on observed trends. 8. Serve as a subject matter expert in Treasury Management training activities. 9. Participate in focus groups and business case development activities to determine market potential. 10. Maintain superior level of industry knowledge and be capable of moving clients from paper to electronic offerings. 11. Engage clients and facilitate whiteboard sessions to help with reengineer Payables and Receivables processes, driving process improvement and solution adoption. 12. Experience engaging C-suite leaders and collaborating seamlessly with cross-functional teams at all organizational levels to drive alignment and results. 13. Advising corporate clients on finance and treasury transformation, leading technology enhancements, and delivering end-to-end implementation of advanced treasury and payment solutions. 14. Experience working directly within corporate environments performing core treasury, AP/AR, and IT integration activities, with a strong ability to translate complex operational needs into scalable, technology-driven outcomes. 15. Experience in facilitating collaborative sessions and conducting ethnographic research to help clients re-engineer Payables and Receivables processes, optimizing workflows and technology integration. Qualifications 1. Bachelor9s degree in Finance, Accounting, Economics, Business, Mathematics, Computer Science, or equivalent education and related training. 2. Ten years of financial institutional experience, including eight years of experience in Treasury Management specifically on the consulting side. 3. Certified Treasury Professional CTP) 4. Consultative sales ability, able to make presentations to small and large audiences. 5. Overall knowledge of corporate treasury operations, working capital management, domestic and international payments, collection and clearing systems, and supporting technologies. 6. Mastery of general technology concepts and applications, including protocols for data transmission and integration of systems, security, data formats, treasury workstations, and Enterprise Resource Planning (ERP) and TMS systems. 7. Comprehensive experience in transitioning clients from paper to electronic alternatives. 8. Ability to quantify benefits to proposed solutions in terms of financial and business process value proposition. 9. Ability to identify unfilled client needs and think creatively in the application of products as business solutions. 10. Ability to work independently. 11. Strong analytical and problem-solving skills. 12. Demonstrated proficiency in basic computer applications like XMLSpy, Postman, Swagger, OpenAPI Tools. 13. Advanced knowledge of emerging payment types and platforms, including Real-Time Payments (RTP), Zelle, Virtual Card (V-Card), Integrated Payables, and Foreign Exchange (FX) solutions, Integrated Receivables and Lockbox. 14. Demonstrated expertise in API integration and embedded finance, with the ability to advise clients on leveraging these technologies for enhanced payment automation and connectivity. 15. Support the proposal writing team in RFP/RFI responses for non-standard, complex integration questions to accurately reflect product and integrations capabilities. 16. In-depth understanding of file format industry standards, including but not limited to:  International Organization for Standardization  American National Standards Institute (ANSI X12 for Electronic Data Interchange (EDI))  (ISO 20022)  Bank Administration Institute standards (BAI / BAI2 CAMT)  SWIFT Message Types  National Automated Clearing House Association (NACHA)  Other relevant payment and data transmission standards General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist9s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist9s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

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Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

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Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

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