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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, client relationship management, and financial analysis. Proficient in Salesforce data management and effective communication, with a strong focus on team collaboration and adaptability in a fast-paced environment.
Highest-signal resume keywords
Wholesale Payments ExperienceFinancial Services ExperienceSalesforce Data ManagementAnalytical SkillsCommunication 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 AnalysisPortfolio PlanningClient OnboardingPricing ProformasRFP SubmissionsProduct DemosWorking Capital AnalysisMicrosoft Software Products
Soft Skills
Attention to DetailInterpersonal SkillsAdaptabilityMulti-taskingTeam Collaboration
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Wholesale PaymentsFinancial ServicesSales StrategyClient MeetingsPerformance Functions
About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- 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 modeling, ROI analyses, and business reviews
- Schedule post-call debriefs, summarize notes and observations, provide 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 document preparation, RFP submissions, digital and product demos, and product expertise
- Support an accurate, smooth, and expedient client onboarding journey
- 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
- 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)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)
- Up to 25% travel may be required