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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 Payments Solutions, focusing on cash flow management and working capital services. Proven ability to build relationships, manage client portfolios, and achieve revenue and performance goals through effective communication and strategic planning.
Highest-signal resume keywords
Consultative SalesPayments SolutionsFinancial Services Sales ProcessClient Relationship ManagementTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash Flow ManagementWorking Capital SolutionsFinancial ReviewsSales ReportingPipeline Management
Soft Skills
Interpersonal CommunicationNegotiation SkillsProactive Client ContactRapport-BuildingOrganizational Skills
Industry Keywords
Financial ServicesClient AcquisitionClient ServicingLiquidity SolutionsReceivablesPayables
About the role
Key responsibilities & impact- Conduct consultative sales of Payments Solutions to assigned client groups using a cash flow management and working capital approach
- Execute sales plans and develop partnerships with lines of business and internal partners to drive client and prospect sales opportunities
- Foster relationships with bankers and product partners through collaboration and strategic client planning
- Independently manage a portfolio of clients with payments needs
- Develop 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 email, phone, voicemail, and virtual meetings
- Report sales efforts, sales progression, sales revenue, and other administrative information accurately
- Meet virtually with clients to assess needs, review financial management practices, 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, profit growth, and desired behavior performance goals
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 3 years of sales experience in financial services or payment solutions
- Ability to conduct business via virtual methods
- Accomplished interpersonal communication and negotiation skills
- Proactive client contact and rapport-building abilities
- Ability to understand client needs, conduct in-depth financial reviews, and communicate appropriate solutions
- Strong knowledge of business operations and financial solutions for aligned business segmentations
- Knowledge of 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
- Self-starter able to work productively without close supervision
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year of employment (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)