Truist Investment Services, Inc.Hiring

Wholesale Payments Virtual Payments Consultant

  • Remote, United States
  • Mid-level
  • Posted 9 days ago
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In one line

Consultative sales role for payment solutions, working with commercial and small business clients on cash flow and working capital. Remote, first shift US hours.

About the role

Remote, first shift US hours, covering an assigned client group across commercial banking, business banking and wealth management. Success means hitting revenue and portfolio growth targets while keeping clients retained.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Mid-level
Skills
Payments solutions, Working capital, Cash flow management, Receivables, Payables, Liquidity solutions
Posted
20 Oct 2026
Last checked
29 Oct 2026

What you will do

  • Run a sales plan and work with bankers and product partners to find client opportunities
  • Manage a portfolio of clients with payments needs, using knowledge of banking and working capital
  • Build detailed relationship plans to keep clients and bring in new ones
  • Meet clients virtually to review their cash flow and recommend receivables, payables, reporting and liquidity solutions
  • Report sales activity and revenue accurately, and handle complex servicing issues

What they look for

  • Bachelor's degree or equivalent experience
  • General knowledge of banking, payments solutions and working capital concepts
  • Ability to consult with clients by email, phone, voicemail and virtual meetings
  • Track record of meeting revenue and profit growth goals

Nice to have

  • Product specialization in one payments area may be required depending on the position

A typical week

  • Virtual client meetings to assess needs and review financial management practices
  • Calls and emails with bankers and product partners on shared opportunities
  • Updating sales reports and tracking progress against revenue targets
  • Coordinating fulfillment and referring clients to product experts

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Questions about this job

Can I do this job remotely, and from which countries?

Yes. The posting lists Wholesale Payments Virtual Payments Consultant as a remote role for candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a mid-level role. The posting asks for: bachelor's degree or equivalent experience; general knowledge of banking, payments solutions and working capital concepts; ability to consult with clients by email, phone, voicemail and virtual meetings. Skills it names include Payments solutions, Working capital, Cash flow management, Receivables.

How do I apply with Keywordise AI?

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Truist Investment Services, Inc.Remote, United States
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