Merchant Services Sales Consultant - Middle Market

A merchant services sales professional at Truist Bank in Baltimore, Maryland, leads a consultative sales approach to help business clients assess their payment processing needs and deliver solutions that address those needs. The role works with the assigned team to generate opportunities that support profitability and growth, focusing on a specialized target market with varying client revenue levels.

Responsibilities

• Execute the sales plan and develop strong partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities, aiming to achieve or exceed 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.
• Focus on new business development 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.
• Participate in developing detailed relationship plans for clients and prospects within the assigned group to identify key retention and new client acquisition opportunities.
• Provide client working capital services and solutions specifically focused on receivables.
• Adhere to all applicable policies and procedures and proactively escalate issues and risks to leadership.
• Communicate effectively with clients through various methods (in person, email, voicemail, virtual meetings, etc.).
• Maintain accurate reporting of sales efforts, progress, and revenue.

Requirements

• Bachelor's degree or an equivalent combination of education and related work experience.

• 5+ years of sales experience in financial or payments products and/or services.

• Ability to present and communicate effectively and confidently.

• Proven experience working across departments and lines of business within large financial organizations.

• Growth mindset with the ability to adapt and resolve escalating complex issues.

• Ability to mentor other teammates to help them grow in their roles and responsibilities.

• Must be able to travel.

• Preferred Qualifications

• Master’s degree in Business, Marketing, Finance, Computer Science, or a related field.

• Relevant banking experience through previous employment or training programs.

• Industry certifications relating to Merchant Services.

• Formal sales training.

• 10+ years of sales experience in financial or payments products and/or services.