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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wholesale Payments strategy, execution, and performance management while effectively collaborating across teams. Proficient in financial modeling, client relationship management, and maintaining data integrity in Salesforce.
Highest-signal resume keywords
Wholesale Payments ExperienceFinancial Services ExperienceFinancial ModelingSalesforce Data ManagementStrong Analytical 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 ModelingROI AnalysisWorking Capital AnalysisSalesforce Data ManagementMicrosoft Software Products
Soft Skills
Strong Communication SkillsInterpersonal SkillsAttention to DetailAdaptabilityMulti-tasking
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Wholesale PaymentsFinancial ServicesClient OnboardingSales StrategyPerformance Functions
About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- Develop and maintain partnerships across Wholesale Payments, the Line of Business, and the Enterprise
- Develop, maintain, and execute strategic portfolio planning with the relationship team
- Schedule and prepare pre-call plans and participate in or lead pre-call planning meetings
- Act as notetaker, active listener, closer, and/or leader during client and prospect meetings
- Prepare advisory calling materials, including discovery, pitches, demos, product materials, working capital analyses, financial modeling, ROI analyses, and business reviews
- Schedule post-call debriefs, summarize notes and feedback, and execute delegated responsibilities
- Maintain Salesforce data integrity by logging call reports, updating client information, and maintaining sales pipelines
- Support pitch, negotiation, and close stages through pricing proformas, pricing disclosures, commercial card documents, RFP submissions, digital and product demos, and product expertise
- Support accurate, smooth, and expedient client onboarding
- Define and execute a personal and career development plan
- Mentor peers and new teammates
- Participate in workstreams across Wholesale Payments
Requirements
What you’ll need- Bachelor’s Degree or equivalent work experience
- One to three year(s) of Wholesale Payments experience
- Three to five years of Financial Services experience
- Strong analytical skills and attention to detail
- Strong communication and interpersonal skills
- High level of adaptability and flexibility
- Ability to multi-task and prioritize
- Ability to balance short-term deliverables against long-term projects
- Demonstrated proficiency in basic computer applications, such as Microsoft Software Products
- Proven ability to work well in a fast-paced, team-oriented environment and adapt
- Ability to function effectively with less direction and more autonomy than Junior Analysts
- Up to 25% travel may be 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
- 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