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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategy execution and client relationship management within Treasury Solutions, focusing on client retention and acquisition while providing working capital services. Proficient in collaborating with internal partners to drive revenue growth and effectively communicate with clients across various channels.
Highest-signal resume keywords
Sales ExperienceTreasury Solutions KnowledgeClient Relationship ManagementWorking Capital ServicesCertified 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 Strategy ExecutionClient AcquisitionPortfolio ManagementFinancial Products KnowledgeTreasury Management Solutions
Soft Skills
Relationship BuildingCollaborationCommunication
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Treasury SolutionsWorking Capital ConceptsBankingClient RetentionRevenue Growth
About the role
Key responsibilities & impact- Execute the sales plan and develop partnerships with lines of business and internal partners
- Identify and drive client and prospect sales opportunities to achieve or exceed revenue and portfolio growth objectives
- Foster relationships with bankers and product partners
- Collaborate on opportunities and engage in strategic client planning
- Independently manage a portfolio of clients with Treasury Solutions needs
- Develop detailed relationship plans for clients and prospects
- Identify client retention and new client acquisition opportunities
- Provide working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures
- Proactively escalate issues and risks to leadership
- Consult with clients through in-person, email, voicemail, and virtual meeting channels
- Accurately report sales efforts, sales effort progression, and sales 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
- General knowledge of banking and Treasury Solutions products and services
- Knowledge of working capital concepts
- 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 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
- Reasonable accommodations for individuals with disabilities
- Full-time employment
- 1st shift work schedule