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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Solutions sales, client relationship management, and strategic planning to drive revenue growth and client retention. Proficient in providing working capital services and solutions tailored to client needs.
Highest-signal resume keywords
Treasury Solutions SalesClient Relationship ManagementSales Strategy DevelopmentTreasury Management Solutions KnowledgeCertified 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 Products KnowledgeWorking Capital SolutionsReceivables ManagementPayables ManagementInformation ReportingLiquidity SolutionsClient Acquisition StrategiesPortfolio ManagementRevenue Reporting
Soft Skills
Consultative SellingRelationship BuildingStrategic PlanningCommunication SkillsProblem Solving
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Treasury ManagementCash ManagementCommercial Real EstateClient RetentionSales Plans
About the role
Key responsibilities & impact- Consultatively sell Treasury Solutions products and services to assigned client groups, including Commercial Real Estate
- Execute sales plans 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 and participate in strategic client planning
- Independently manage a portfolio of clients with Treasury Solutions needs
- Develop detailed relationship plans to identify 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 and escalate issues and risks to leadership
- Consult with clients through in-person, email, voicemail, and virtual meeting channels
- 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
- 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)
