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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Management solutions and payment systems, with a strong focus on driving growth and retention within the insurance sector. Proven ability to develop sales strategies, build client relationships, and deliver comprehensive solutions that meet client needs.
Highest-signal resume keywords
Sales ExperienceTreasury Management SolutionsPayments Industry KnowledgeRelationship ManagementConsultative Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
PaymentsTreasury ManagementCommercial CardVirtual CardReceivablesPayablesMerchant ServicesCash ManagementFraud MitigationLiquidity Optimization
Soft Skills
Presentation SkillsNegotiation SkillsRelationship BuildingCollaborationStrategic Thinking
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Insurance BankingInstitutional BankingFinancial ServicesPayment FlowsEmerging TechnologiesOperational EfficiencyClient SolutionsRevenue GrowthBusiness DevelopmentSales Goals
About the role
Key responsibilities & impact- Drive growth, retention, and expansion of Treasury Management solutions, including Payments, Merchant Services, and Commercial Cards, across insurance clients
- Develop and execute sales strategies to grow revenue within assigned insurance industry relationships
- Partner with Relationship Managers and line-of-business leaders to identify opportunities and deliver comprehensive client solutions
- Consult with clients on payment modernization, cash management, liquidity optimization, fraud mitigation, claims disbursements, premium collection strategies, and operational efficiency initiatives
- Present and position U.S. Bank payment solutions, including ACH, wire, commercial card, virtual card, merchant services, receivables, and payables solutions
- Lead the sales process from discovery through implementation and ongoing relationship management
- Build and maintain a robust pipeline across existing and prospective insurance clients
- Conduct executive-level client presentations and strategic business reviews
- Maintain expertise on payments trends, emerging technologies, and industry developments impacting the insurance sector
- Collaborate with Relationship Managers, Treasury Management teams, Product partners, and other stakeholders to deepen client relationships, win new business, and deliver client outcomes
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- 10 or more years of sales experience within institutional banking, payments, treasury management, insurance banking, or financial services
- Significant experience in payments, treasury management, banking, or consultative business development
- Experience working with insurance industry clients and a strong understanding of insurance operating models, payment flows, and treasury needs
- Demonstrated success building relationships and growing revenue with senior executives and decision-makers
- Strong sales, presentation, negotiation, and relationship management skills
- Knowledge of Treasury Management and payment solutions, including commercial card, virtual card, receivables, payables, and merchant services
- Proven track record of meeting or exceeding sales and revenue goals
- Strong understanding of payments industry trends, treasury best practices, and emerging technologies
- Ability to collaborate effectively across multiple business lines and stakeholders
- Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution
- Pension
- Periodic travel to support client meetings, business development activities, and industry events
