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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client relationships and driving revenue growth through strategic planning and effective communication. Proficient in financial services sales processes and solutions, with a strong focus on Wholesale Payments and client retention strategies.
Highest-signal resume keywords
Sales Experience In Financial ServicesCertified Treasury Professional (CTP)Client Relationship ManagementWholesale Payments Solutions ExpertiseFinancial Solutions Knowledge
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 PracticesPayments SolutionsTime ManagementPipeline ManagementNegotiation SkillsFinancial ReviewsRelationship PlanningComplex Client Servicing
Soft Skills
Interpersonal CommunicationProactive Rapport BuildingSelf-StarterOrganizational Skills
Certifications & Qualifications
Certified Treasury Professional (CTP)
Industry Keywords
Financial ServicesWholesale PaymentsBusiness OperationsClient ServicingRevenue GrowthPortfolio ManagementStrategic Client PlanningVirtual Business Conduct
About the role
Key responsibilities & impact- Execute sales plans and develop partnerships with lines of business and internal partners
- Identify and drive client and prospect sales opportunities to achieve or exceed revenue and portfolio growth objectives
- Foster relationships with bankers and product partners
- Collaborate on opportunities and engage in strategic client planning
- Independently manage a large portfolio of clients with complex payments needs
- Develop detailed relationship plans to identify retention and new client acquisition opportunities
- Apply 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
- Act 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
- 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
- Ability to understand client needs, conduct in-depth financial reviews, and communicate appropriate solutions
- Strong knowledge of business operations and financial solutions for aligned business segments
- 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 able to work productively without close supervision
- 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
- 401k 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)
- Reasonable accommodations for individuals with disabilities