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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios with a focus on Treasury Solutions, driving revenue growth, and fostering strategic partnerships. Proficient in providing working capital services and solutions while adhering to policies and procedures.
Highest-signal resume keywords
Sales Experience of Financial ProductsTreasury Solutions ExpertiseCertified Treasury Professional (CTP)Client Relationship ManagementRevenue Growth Achievement
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 PlanningClient AcquisitionWorking Capital SolutionsReceivables ManagementPayables ManagementInformation ReportingLiquidity SolutionsSales ReportingPortfolio ManagementTreasury Trends Knowledge
Soft Skills
Relationship BuildingCollaborationCommunicationProblem SolvingStrategic Planning
Certifications & Qualifications
Certified Treasury Professional (CTP)CFA Designation
Industry Keywords
Treasury ProductsFinancial ServicesClient RetentionSales RevenueBanking Solutions
About the role
Key responsibilities & impact- Execute sales plan and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities
- Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
- Foster relationships with bankers and product partners and collaborate on opportunities and strategic client planning
- Independently manage a portfolio of clients with Treasury Solutions needs
- Participate in detailed relationship plans for clients and prospects to identify retention and new client acquisition opportunities
- Provide client working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and escalate issues and risks to leadership
- Consult with clients through in-person, email, voicemail, and virtual meeting communications
- Accurately report sales efforts, sales progression, and sales revenue
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience of financial or treasury products and/or services
- Deep understanding of the bank's Working Capital solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- English language fluency required
- CFA Designation preferred
- 7+ years of sales experience of financial or treasury products and/or services preferred
- Up-to-date knowledge of Treasury Trends & Best Practices preferred
- Subject area expertise in one or more specific skill sets, business areas, or products preferred
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 of employment
- 10 sick days
- 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)