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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client portfolios within financial services, focusing on Wholesale Payments solutions and strategic client planning. Proven ability to achieve revenue growth through effective relationship management and proactive communication.
Highest-signal resume keywords
Sales Experience In Financial ServicesExpert Knowledge Of Banking And Payments SolutionsCertified Treasury Professional (CTP)Strong Time Management And Organizational SkillsAbility To Conduct Virtual Consultations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Portfolio ManagementFinancial Solutions KnowledgeRevenue Growth StrategiesComplex Payments SolutionsFinancial Management PracticesSales ReportingNegotiation SkillsPipeline ManagementIn-Depth Financial ReviewsClient Acquisition Strategies
Soft Skills
Interpersonal CommunicationBuilding RapportProactive Client ContactProblem SolvingMentoring
Certifications & Qualifications
Certified Treasury Professional (CTP)
Industry Keywords
Wholesale PaymentsFinancial Services Sales ProcessPayments SolutionsClient ServicingStrategic Client Planning
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client/prospect sales opportunities
- Achieve or exceed revenue and portfolio growth objectives for assigned client portfolio
- Foster relationships with bankers and product partners to collaborate on opportunities and engage in strategic client planning
- Independently manage a large portfolio of clients with complex payments needs
- Apply expert knowledge of banking, payments solutions, and working capital concepts
- Lead detailed relationship plans for clients/prospects to identify retention and new client acquisition opportunities
- Work with receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and escalate issues and risks to leadership
- Consult with clients through email, phone, voicemail, virtual meetings, and other communication methods
- Accurately report sales efforts, progression, revenue, and other administrative information
- Serve as a product knowledge and best-practices leader among peers
- Act as a subject matter expert on complex Wholesale Payments solutions
- Meet virtually with clients to assess needs, review financial management practices and solutions, discuss cash flow cycles, and recommend solutions
- Coordinate fulfillment and refer clients to product experts as needed
- Manage and solve complex client servicing issues
- Meet individual revenue and profit growth goals
- Mentor junior-level Consultants
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience in financial services or payment solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering position
- Demonstrated ability to conduct business via virtual methods, including accomplished interpersonal communication, negotiation skills, proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions
- Strong knowledge of how a business operates and the full set of financial solutions needed by aligned business segmentations, including the financial services sales process and cycle
- Exceptionally strong time management and organizational skills
- Ability to manage a large pipeline of deals in various stages
- Ability to work productively without close supervision
- Preferred: 7+ years in financial services or direct experience in payment solutions
- Preferred: Deep knowledge of Wholesale Payments
- 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
- No less than 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