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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales strategy execution and client relationship management within financial services, focusing on payment solutions and working capital services. Proficient in virtual communication and negotiation, with a strong ability to assess client needs and recommend tailored financial solutions.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship ManagementPayment Solutions ExpertiseStrong Time Management SkillsCertified 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 Strategy ExecutionFinancial Management PracticesClient Needs AssessmentRevenue Growth ObjectivesPipeline ManagementWorking Capital ServicesReceivables SolutionsPayables SolutionsInformation ReportingLiquidity Solutions
Soft Skills
Interpersonal CommunicationNegotiation SkillsRapport BuildingOrganizational SkillsSelf-Starter
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesSales ProcessClient AcquisitionClient RetentionStrategic Client PlanningVirtual MeetingsComplex Client ServicingBehavioral Performance GoalsEscalation ProceduresBusiness Operations
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client and prospect sales opportunities
- Achieve or exceed revenue and portfolio growth objectives for the assigned client portfolio
- Foster relationships with bankers and product partners and participate in strategic client planning
- Independently manage a portfolio of clients with payments 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 email, phone, voicemail, and virtual meetings
- Accurately report sales efforts, sales progression, sales revenue, and other administrative information
- 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 behavioral performance goals
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 1 year of sales experience in financial services or payment solutions
- Ability to conduct business via virtual methods, including interpersonal communication, negotiation, proactive client contact, rapport building, understanding client needs, conducting in-depth financial reviews, and communicating appropriate solutions
- Strong knowledge of business operations and financial solutions for aligned business segmentations, including the financial services sales process and cycle
- Strong time management and organizational skills
- Ability to manage a large pipeline of deals in various stages
- Self-starter with the ability to work productively without close supervision
- English language fluency required
- Preferred: At least 3 years of sales experience in financial services or direct experience in payment 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 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