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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 relationships and executing sales strategies within financial services, focusing on payment solutions and working capital services. Proficient in conducting virtual consultations and analyzing client needs to recommend tailored financial solutions.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship 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 PlanningPayments SolutionsFinancial Management PracticesNeeds AnalysisSales ReportingClient AcquisitionCash Flow AnalysisPortfolio ManagementRisk EscalationSolution Communication
Soft Skills
Interpersonal CommunicationNegotiationRapport BuildingOrganizational SkillsProactive Client Contact
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesSales ProcessWorking Capital ServicesReceivablesPayablesLiquidity SolutionsClient ServicingStrategic Client PlanningVirtual MeetingsSales Revenue
About the role
Key responsibilities & impact- 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 and participate in 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
- Serve as a peer leader for product knowledge and best-in-class strategies
- 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 virtually, including interpersonal communication, negotiation, proactive client contact, rapport building, needs analysis, financial reviews, and solution communication
- Strong knowledge of business operations and financial solutions for aligned business segments
- Knowledge of the financial services sales process and cycle
- 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 fluency required
- Certified Treasury Professional preferred
- 5 years or more of sales experience 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
- 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
- Reasonable accommodation for applicants with disabilities