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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 client relationship management, with strong analytical skills and the ability to lead and mentor teams. Proficient in Salesforce data management and financial analysis, ensuring effective client onboarding and portfolio growth.
Highest-signal resume keywords
Wholesale Payments ExperienceFinancial Services ExperienceSalesforce Data ManagementAnalytical SkillsClient-Facing 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 AnalysisPortfolio PlanningROI AnalysisWorking Capital AnalysisMicrosoft Software Proficiency
Soft Skills
Strong Communication SkillsInterpersonal SkillsAdaptabilityMulti-TaskingAttention to Detail
Certifications & Qualifications
Bachelor's DegreeCertified Treasury Professional Designation
Industry Keywords
Wholesale PaymentsFinancial ServicesClient OnboardingSales StrategyKPI Management
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 support pre-call planning, prepare materials, and participate in or lead 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 models, ROI analyses, and business reviews
- Schedule post-call debriefs, summarize notes and observations, provide feedback, and execute delegated follow-up responsibilities
- Maintain Salesforce data integrity, including detailed call reports, accurate client information, and sales pipelines
- Support pitch, negotiation, and close stages through pricing proformas, client pricing disclosures, commercial card document preparation, RFP submissions, digital and product demos, and product expertise
- Support accurate, smooth, and expedient client onboarding
- Independently call on the portfolio and contribute to KPIs and portfolio revenue growth
- Define and execute a personal and career development plan
- Serve as a peer leader and mentor
- Lead workstreams across Wholesale Payments and participate in Enterprise initiatives
Requirements
What you’ll need- Bachelor’s Degree or equivalent work experience
- Three to five years of Wholesale Payments experience
- Five or more 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 fast-paced, team-oriented environment and ability to adapt
- Ability to independently function in the role and serve as the subject matter expert for the WP Sales Analyst organization
- Client-facing skills
- English language fluency required
- Certified Treasury Professional Designation preferred
- Up to 50% 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
- 401(k) plan
- At least 10 days of vacation during the first year, 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
- Reasonable accommodations for disabilities