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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 portfolios within financial services, focusing on Wholesale Payments solutions and achieving revenue growth. Strong interpersonal communication and negotiation skills are essential for building client relationships and understanding their financial needs.
Highest-signal resume keywords
Sales Experience In Financial ServicesCertified Treasury Professional (CTP)Wholesale Payments KnowledgeClient Relationship ManagementFinancial Solutions Expertise
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 ReviewsPipeline ManagementRevenue Growth Strategies
Soft Skills
Interpersonal CommunicationNegotiation SkillsTime ManagementOrganizational SkillsProactive Client Engagement
Certifications & Qualifications
Certified Treasury Professional (CTP)
Industry Keywords
Financial ServicesPayment SolutionsWholesale PaymentsClient ServicingBusiness Operations
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
- Develop detailed relationship plans to identify retention and new client acquisition opportunities
- Work with 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, sales progression, sales revenue, and other administrative information accurately
- Serve as a peer leader and 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
- Resolve complex client servicing issues
- Meet individual performance goals for revenue, profit growth, and desired behaviors
- 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 position
- Ability to conduct business via virtual methods
- Accomplished interpersonal communication and negotiation skills
- Proactive client contact and rapport-building ability
- Ability to understand client needs, conduct in-depth financial reviews, and communicate solutions effectively
- Strong knowledge of business operations and financial solutions for aligned business segmentations
- 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
- 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 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