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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 payments solutions and revenue growth. Proficient in virtual communication and negotiation, with a strong understanding of financial operations and client needs assessment.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeTime Management SkillsVirtual Communication Proficiency
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 ExecutionClient Portfolio ManagementFinancial Needs AssessmentRevenue Growth ObjectivesPayments SolutionsRelationship PlanningSales ReportingComplex Issue ResolutionPipeline ManagementFinancial Management Practices
Soft Skills
Interpersonal CommunicationNegotiation SkillsRapport BuildingOrganizational SkillsSelf-Starter Attitude
Industry Keywords
Financial ServicesPaymentsWorking Capital ServicesClient AcquisitionBusiness OperationsSales ProcessCash Flow ManagementVirtual MeetingsClient ServicingRisk Management
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
- Collaborate on opportunities 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
- 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, including accomplished interpersonal communication, negotiation, proactive client contact, rapport building, understanding client needs, in-depth financial reviews, and communicating appropriate solutions
- Strong knowledge of business operations and the full set of financial solutions needed by the aligned business segments, 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
- 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 coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- 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