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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 within financial services, focusing on sales growth, relationship building, and providing tailored payment solutions. Proficient in virtual communication and strategic planning to enhance client satisfaction and retention.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Portfolio ManagementFinancial Solutions KnowledgeCertified Treasury ProfessionalTime Management Skills
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 AcquisitionFinancial Management PracticesPayments SolutionsRevenue Growth StrategiesRelationship ManagementNegotiation SkillsPipeline ManagementIn-Depth Financial ReviewsCash Flow Analysis
Soft Skills
Interpersonal CommunicationOrganizational SkillsProactive Client ContactBuilding RapportProblem Solving
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesPayment SolutionsClient ServicingBusiness OperationsSales Process
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 the assigned client portfolio
- Foster relationships with bankers and product partners for strategic client planning
- Independently manage a portfolio of clients with payments needs
- Participate in 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 email, phone, voicemail, and virtual meetings
- Report sales efforts, progression, 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 performance goals for revenue/profit growth and desired behaviors
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
- Demonstrated ability to conduct business via virtual methods, including interpersonal communication, negotiation, proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and communicating 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
- Ability to work productively without close supervision
- English language fluency required
- Certified Treasury Professional certification preferred
- 5 years or more sales in financial services or direct experience in payment solutions preferred
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
- 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)