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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales of Payments Solutions, focusing on cash flow management and risk mitigation. Proven ability to manage client relationships, execute sales plans, and provide tailored financial solutions.
Highest-signal resume keywords
Consultative SalesPayments SolutionsFinancial Services Sales ProcessClient Relationship ManagementCertified 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
Cash Flow ManagementWorking Capital SolutionsFinancial ReviewsSales ReportingPipeline Management
Soft Skills
Interpersonal CommunicationNegotiation SkillsTime ManagementOrganizational SkillsProactive Client Contact
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesPaymentsClient AcquisitionRisk MitigationLiquidity Solutions
About the role
Key responsibilities & impact- Provide consultative sales of Payments Solutions to assigned client groups using a cash flow management/working capital approach focused on risk mitigation
- Execute sales plans and develop partnerships with lines of business and internal partners to identify and drive client/prospect sales opportunities
- Foster relationships with bankers and product partners and engage 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 proactively 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
- Meet virtually with clients to assess needs, review financial management practices, discuss cash flow cycles, and recommend solutions
- Coordinate fulfillment processes 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 accomplished interpersonal communication, negotiation skills, proactive client contact, building rapport, understanding client needs, conducting in-depth financial reviews, and effectively communicating solutions
- Strong knowledge of how a business operates and the full set of financial solutions needed by the 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
- Self-starter with the ability to work productively without close supervision
- English language fluency required
- Preferred: 5 years or more 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 based on date of hire and full-time or part-time status
- 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