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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios within financial services, focusing on sales growth, client relationship management, and delivering tailored financial solutions. Proficient in virtual communication and negotiation, with strong organizational skills to handle complex client needs and pipeline management.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeTime Management SkillsVirtual Communication 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
Sales PlanningClient AcquisitionFinancial Management SolutionsPayments SolutionsSales ReportingCash Flow AnalysisPipeline ManagementRisk EscalationClient Needs AssessmentNegotiation Skills
Soft Skills
Interpersonal CommunicationBuilding RapportOrganizational SkillsSelf-Starter AttitudeProactive Client Contact
Industry Keywords
Financial ServicesPaymentsClient Portfolio ManagementRevenue GrowthStrategic Client Planning
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client/prospect sales opportunities
- 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
- Independently manage a portfolio of clients with payments needs
- Participate in detailed relationship plans to identify retention and new client acquisition opportunities
- Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and proactively escalate issues and risks to leadership
- Consult with clients through email, phone, voicemail, and virtual meetings
- Accurately report sales efforts, sales progression, sales revenue, and other administrative information
- Meet virtually with clients to assess needs, review financial management practices and solutions, conduct cash flow cycle conversations, and recommend solutions
- Coordinate fulfillment processes and refer clients to product experts as needed
- Manage and solve complex client servicing issues
- Meet individual performance goals for revenue/profit growth and desired behaviors
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 3 years of sales experience in financial services or payment solutions
- Demonstrated ability to conduct business via virtual methods, including accomplished interpersonal communication, negotiation skills, proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions that meet client needs
- Strong knowledge of how a business operates and the full set of financial solutions needed by the aligned business segmentations, including the financial services sales process and cycle
- Exceptionally strong time management and organizational skills
- Ability to manage a large pipeline of deals in various stages
- Self-starter with the ability to work productively without close supervision
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division