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Merchant Services Relationship Manager
full-timeAtlanta$75k - $120k

Summary

Location

Atlanta

Salary

$75k - $120k

Type

full-time

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About this role

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group (i.e., Corporate and Investment Bank, Commercial Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 
1. Executes sales plan, develops strong partnership and collaboration with line of business and other internal partners to identify and drive client and prospect sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 
2. Fosters relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning. 
3. Independently manages a portfolio of clients with TS needs, requiring general knowledge of banking and TS products and services as well as working capital concepts
4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify key retention and new client acquisition opportunities
5. Responsible for providing client working capital services and solutions, including receivables, payables, information reporting and liquidity solutions
6. Adheres and follows all applicable policies and procedures. Proactively escalates issues and risks to leadership's attention
7. Ability to consult with a client through various methods of communication in an effective manner (ex. In person, email, voicemail, Virtual Meeting, etc.).
8. Responsible for accurate reporting of sales efforts, sales effort progression and sales revenue

QUALIFICATIONS
Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or an equivalent combination of education and related work experience
2. 2 years of sales support (analyst, specialist) or servicing of financial or treasury products and/or services

Preferred Qualifications:
1. 1 year or more of phone based sales experience in financial or treasury products
2. 1 year or more of branch sales experience in financial institution

The annual base salary for this position is $75,000 - $120,000. Additional incentive pay is available for this role.

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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law    E-Verify IER Right to Work

Other facts

Tech stack
Sales,Client Management,Treasury Solutions,Risk Mitigation,Collaboration,Communication,Relationship Building,Working Capital,Financial Products,Reporting,Problem Solving,Strategic Planning,Customer Service,Analytical Skills,Consultative Selling,Portfolio Management

About Truist

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com.

Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Merchant Services Relationship Manager is responsible for consultative sales of Treasury Solutions products to assigned clients, focusing on risk mitigation and cash flow management. This role involves developing strong partnerships, managing client portfolios, and providing working capital services and solutions.

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Frequently Asked Questions

What does Truist pay for a Merchant Services Relationship Manager?

Truist offers a competitive compensation package for the Merchant Services Relationship Manager role. The salary range is USD 75k - 120k per year. Apply through Clera to learn more about the full compensation details.

What does a Merchant Services Relationship Manager do at Truist?

As a Merchant Services Relationship Manager at Truist, you will: the Merchant Services Relationship Manager is responsible for consultative sales of Treasury Solutions products to assigned clients, focusing on risk mitigation and cash flow management. This role involves developing strong partnerships, managing client portfolios, and providing working capital services and solutions..

Why join Truist as a Merchant Services Relationship Manager?

Truist is a leading Financial Services company. The Merchant Services Relationship Manager role offers competitive compensation.

Is the Merchant Services Relationship Manager position at Truist remote?

The Merchant Services Relationship Manager position at Truist is based in Atlanta, Georgia, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Merchant Services Relationship Manager position at Truist?

You can apply for the Merchant Services Relationship Manager position at Truist directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Truist on their website.