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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and account management within the specialty corporate trust division, with a strong focus on relationship building, strategic product development, and effective communication. Proven ability to lead sales initiatives and generate innovative solutions in the financial services sector.
Highest-signal resume keywords
Sales LeadershipAccount ManagementRelationship BuildingProposal PresentationFinancial Services Experience
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 StrategyProduct DevelopmentRFP ResponseSales Pipeline ManagementData-Driven Decision Making
Soft Skills
Verbal CommunicationWritten CommunicationTime Management
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Corporate TrustFinancial ServicesMunicipal ProductsNon-Municipal ProductsIndustry Conferences
About the role
Key responsibilities & impact- Responsible for sales and account management under the specialty corporate trust division
- Identify and strategize on the development of new products (municipal and non-municipal)
- Assist with marketing and sales direction and strategy
- Create and conduct proposal presentations and RFP responses
- Participate in New Business Committee meetings
- Report sales progress and results directly to management
- Strategize with management on new opportunities, products and overall vision of Corporate Trust
- Monitor own sales pipeline
- Attend industry-related conferences
- Maintain professional and technical knowledge through educational workshops, professional publications, personal networks, and professional societies
Requirements
What you’ll need- Excellent verbal and written communication skills
- Proven ability to build relationships with peers, cross-functional counterparts, and line of business leadership
- Proven ability to build external relationships with industry leaders and clients
- Ability to prioritize and effectively manage time
- Proven results-oriented sales leadership generating innovative, original solutions
- Proven strong decision-making ability based on data and feel for the market
- Bachelor's degree in related field
- Seven (7) years sales experience in Financial Services with demonstrated leadership
- Typical office environment; travel up to 50% may be required
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits