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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking and payments solutions, with a strong focus on client relationship management and revenue growth. Proven ability to mentor junior consultants and manage complex client portfolios effectively.
Highest-signal resume keywords
Sales Experience in Financial ServicesCertified Treasury Professional (CTP)Expert Knowledge of Payments SolutionsStrong Time Management SkillsVirtual Communication and Negotiation 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
Client Portfolio ManagementRevenue Growth StrategiesFinancial Management PracticesBusiness Operations KnowledgePayments Solutions Expertise
Soft Skills
Interpersonal CommunicationNegotiation SkillsProactive Client ContactRapport BuildingOrganizational Skills
Certifications & Qualifications
Certified Treasury Professional (CTP)
Industry Keywords
Wholesale Payments SolutionsFinancial Services Sales ProcessWorking Capital SolutionsClient AcquisitionComplex Payments Needs
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 and engage in strategic client planning
- Independently manage a large portfolio of clients with complex payments needs
- Apply expert knowledge of banking, payments solutions, and working capital concepts
- Develop detailed relationship plans to identify retention and new client acquisition opportunities
- Work with working capital services and solutions, including receivables, payables, information reporting, and liquidity solutions
- Follow applicable policies and procedures and escalate issues and risks
- Consult with clients through email, phone, voicemail, and virtual meetings
- Report sales efforts, progression, revenue, and other administrative information accurately
- Serve as a subject matter expert on complex Wholesale Payments solutions
- 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
- Resolve complex client servicing issues
- Meet individual revenue and profit growth goals
- Mentor junior-level Consultants
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 5 years of sales experience in financial services or payment solutions
- Must have or obtain Certified Treasury Professional (CTP) within 12 months of entering the position
- Demonstrated ability to conduct business via virtual methods, including interpersonal communication, negotiation, proactive client contact, rapport building, understanding client needs, 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
- 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
Benefits
Comp & perks- Additional incentive pay
- 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, 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)