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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales of Treasury Solutions products, managing client portfolios, and fostering relationships with internal partners. Proficient in executing sales plans to drive revenue growth and providing working capital services.
Highest-signal resume keywords
Consultative SalesTreasury Management SolutionsClient Relationship ManagementSales ReportingCertified Treasury Professional
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 ExperienceFinancial ProductsTreasury SolutionsWorking Capital ServicesReceivables ManagementPayables ManagementInformation ReportingLiquidity Solutions
Soft Skills
Relationship BuildingCommunication Skills
Certifications & Qualifications
Bachelor's DegreeCertified Treasury Professional
Industry Keywords
Treasury SolutionsCash ManagementRevenue GrowthPortfolio Management
About the role
Key responsibilities & impact- Provide consultative sales of Treasury Solutions products and services to assigned client groups
- Execute sales plans and develop partnerships with lines of business and internal partners
- Identify and drive client and prospect sales opportunities to achieve revenue and portfolio growth objectives
- Foster relationships with bankers and product partners
- Independently manage a portfolio of clients with Treasury Solutions needs
- Participate in detailed relationship planning for clients and prospects
- Provide working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and escalate issues and risks
- Consult with clients through in-person, email, voicemail, and virtual meeting communications
- Accurately report sales efforts, progression, and revenue
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 3 years of sales experience of financial or treasury products and/or services
- English language fluency required
- Preferred: 5+ years of Treasury/Cash Management Analyst experience
- Preferred: Deep knowledge of Treasury Management Solutions
- Preferred: Certified Treasury Professional
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, 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
