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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios and executing sales strategies within financial services, focusing on payments solutions and client relationship management. Proficient in conducting virtual consultations and delivering tailored financial solutions to meet client needs.
Highest-signal resume keywords
Sales Experience In Financial ServicesClient Relationship ManagementFinancial Solutions KnowledgeTime Management SkillsCertified 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
Sales PlanningClient AcquisitionFinancial Management PracticesCash Flow AnalysisPayments SolutionsReceivables ManagementPayables ManagementInformation ReportingLiquidity SolutionsSales Reporting
Soft Skills
Interpersonal CommunicationNegotiation SkillsProactive Client ContactBuilding RapportOrganizational Skills
Certifications & Qualifications
Certified Treasury Professional
Industry Keywords
Financial ServicesClient Portfolio ManagementSales ProcessVirtual ConsultationsStrategic Client Planning
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 to collaborate on opportunities and engage in strategic client planning
- Independently manage a portfolio of clients with payments needs
- Participate in detailed relationship plans for clients and prospects to identify retention and new client acquisition opportunities
- Provide client 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
- Accurately report sales efforts, sales progression, sales revenue, and other administrative information
- Meet virtually with clients to assess needs, review financial management practices and solutions, conduct cash flow cycle conversations, and recommend solutions
- Coordinate fulfillment processes and make referrals to product experts as needed
- Manage and solve complex client servicing issues using Truist resources
- Meet individual revenue/profit growth and behavioral performance goals
Requirements
What you’ll need- Bachelor's degree or an equivalent combination of education and related work experience
- 1 year 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 that meet client needs
- Strong knowledge of how a business operates and the full set of financial solutions needed by the aligned business segmentations, 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 with the ability to work productively without close supervision
- English fluency required
- Certified Treasury Professional certification preferred
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 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