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Truist Bank

Runs banking and lending for people and businesses

Merchant Services Sales Consultant - Middle Market

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and related work experience is required.
  • At least 5 years of sales experience with financial or payments products and/or services is required.
  • The candidate must be able to present and communicate effectively and confidently.
  • The candidate must have proven experience working across departments and lines of business within large financial organizations.
  • The candidate must be able to adapt and resolve escalating complex issues while maintaining a growth mindset.
  • The candidate must be able to mentor other teammates to help them grow and be fulfilled in their roles and responsibilities.
  • The candidate must be able to travel.

Responsibilities

  • Identify and develop Merchant Services sales opportunities in an assigned market.
  • Execute the sales plan and develop partnerships and collaboration with lines of business and internal partners to identify and drive client and prospect sales opportunities, achieving or exceeding revenue and portfolio growth objectives for the assigned client portfolio.
  • Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning.
  • Develop new business by selling payment processing solutions to existing clients and prospects through proactive market engagement.
  • Consult with clients to identify payment processing needs and deliver comprehensive solutions to address them.
  • Participate in developing detailed relationship plans for clients and prospects within the assigned client group to identify retention and new client acquisition opportunities.
  • Provide client working capital services and solutions focused specifically on receivables.
  • Follow applicable policies and procedures and proactively escalate issues and risks to leadership.
  • Consult with clients effectively through in-person, email, voicemail, virtual meeting, and other communication methods.
  • Accurately report sales efforts, sales effort progression, and sales revenue.

Desired Qualifications

  • A master's degree in Business, Marketing, Finance, Computer Science, or a related field of study is preferred.
  • Relevant banking experience gained through previous employment or training programs is preferred.
  • Industry certifications relating to Merchant Services are preferred.
  • Formal sales training is preferred.
  • At least 10 years of sales experience with financial or payments products and/or services is preferred.

About the Company

Truist Bank

Runs banking and lending for people and businesses

Truist Bank runs consumer and commercial banking for households, small businesses, and larger companies across the United States. Its services connect everyday accounts and borrowing with business cash management and wealth planning through the wider Truist group. Customers manage money through branches and digital banking, while businesses use the bank to collect payments, move funds, and finance operations. It earns interest on loans and fees for banking and trust services, with brokerage and investment advice handled by separate affiliates. The Truist brand emerged from the BB&T and SunTrust merger in 2019, and the bank is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
2019

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