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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing tailored financial solutions and exceptional customer service for complex financial products. Proficient in risk management, regulatory compliance, and cross-selling strategies to drive business growth.
Highest-signal resume keywords
Customer Service SkillsCash Management Industry KnowledgeRisk ManagementEffective Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Product KnowledgeProblem SolvingOperational ExcellenceBasic ArithmeticPC SkillsAttention to DetailProcess ImprovementRegulatory ComplianceSales Process ExpertiseCross-Selling
Soft Skills
Analytical SkillsTeam CollaborationCustomer EngagementAdaptabilityProfessionalism
Tools & Technologies
Windows Operating SystemStandard Office Equipment
Certifications & Qualifications
Formal Certifications in Financial Services
Industry Keywords
Cash ManagementFinancial ServicesCustomer CareBanking CapabilitiesCode of Conduct
About the role
Key responsibilities & impact- Understand customers' financial needs and provide appropriate solutions, advice, guidance and/or recommendations on complex financial products and services
- Provide specialized customer/partner support for complex transactions, activities and product feature advice and guidance
- Provide exceptional inbound and/or outbound sales and service support for moderate to high complexity financial products and services
- Act as a sales process and product expert for customers and internal partners
- Identify complex problems, formulate appropriate solutions and escalate when necessary
- Coordinate efforts and resources with other teams to achieve shared objectives
- Provide courteous, efficient and professional customer service and manage inquiries, sales and issues promptly
- Engage customers/partners to understand current and future product, sales and service needs
- Offer advanced business-area advice and guidance
- Resolve customer/partner problems appropriately the first time and escalate issues when necessary
- Identify cross-sell opportunities and refer customers/partners to internal Bank partners
- Attract, acquire and retain customers, sales opportunities and referrals to support business growth
- Promote the full suite of products, sales, services and banking capabilities
- Complete business processes accurately and support operational excellence
- Identify and manage risks, escalate non-standard or high-risk transactions and activities, and ensure regulatory compliance
- Participate in process improvement, due diligence, knowledge transfer, cross-training and team development
- Keep current on emerging trends, tools, techniques and regulatory requirements
- Support a positive, diverse, equitable and collaborative work environment
- Act as a brand champion for the business area and bank
Requirements
What you’ll need- 3+ years relevant experience required
- Strong knowledge of the cash management industry, including systems, products and services
- Proven customer service skills, including concern for and ability to identify client issues
- Proven ability to meet and exceed customer expectations and translate technical material for nontechnical users
- Proven ability to perform multiple tasks in a fast-paced environment
- Strong organizational and analytical skills and attention to detail
- Proven PC skills, including knowledge of Windows and ability to operate standard office equipment
- Effective verbal and written communication skills
- Ability to serve as a resource to CM Customer Care Specialist I, II and III
- Undergraduate degree preferred
- Generally requires specific formal certifications at this level of expertise
- Ability to handle sensitive customer information
- Ability to identify and manage risks and comply with Bank and industry Code of Conduct
- Ability to read, write and comprehend instructions
- Ability to perform basic arithmetic
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- Occasional domestic travel