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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
- Advise on 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 product-knowledge and best-practices leader among peers
- Manage complex Wholesale Payments solutions for a larger, active portfolio with higher revenue expectations
- 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 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
- Ability to conduct business via virtual methods
- Accomplished interpersonal communication and negotiation skills
- Proactive client contact and rapport-building skills
- 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
- Self-starter able to work productively without close supervision
- English fluency required
- Preferred: 7+ years in financial services or direct experience in payment solutions
- Preferred: Deep knowledge of Wholesale Payments
- 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 (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)