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Posted: 10/20/2026Core 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 revenue growth. Proficient in conducting financial reviews and providing tailored solutions to meet client needs.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeInterpersonal Communication SkillsCertified Treasury Professional
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
- Report sales efforts, 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 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
- Ability to conduct business via virtual methods
- Accomplished interpersonal communication and negotiation skills
- Proactive client contact and rapport building
- Ability to understand client needs, conduct in-depth financial reviews, and communicate suitable solutions
- 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 language fluency required
- Preferred: 5 years or more sales experience in financial services or direct experience in payment solutions
- Certified Treasury Professional preferred
Benefits
Comp & perks- 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 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
- Additional incentive pay
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 Review ConductingRevenue Growth AchievementClient Acquisition StrategiesPayments Solutions Knowledge
Soft Skills
Negotiation SkillsTime ManagementOrganizational SkillsProactive Client ContactRapport Building
Tools & Technologies
Virtual Meeting PlatformsSales Reporting Tools
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesPayment SolutionsClient Portfolio ManagementBusiness OperationsSales Process