Payments & Cash Management Resume Samples

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E Rath

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682 Daphnee Ways

Houston

+1 (555) 396 4773

682 Daphnee Ways

Houston

Phone

p +1 (555) 396 4773

Experience Experience

Houston, TX

Payments & Cash Management

Houston, TX

Koelpin, Cormier and Waters

Houston, TX

Payments & Cash Management

Processing of sterling and international cheques
Liaising with back office teams to ensure both timely and correct execution of customer payment orders
Conflicting drivers and priorities of key stakeholders
Assisting front office with sales activity
Supporting customer on-boarding, account opening and closure
Providing accurate and comprehensive answers to customer enquiries
Pricing Strategy, commercialization and marketing of Global Platforms with Regional oversight

Dallas, TX

AVP Payments & Cash Management

Dallas, TX

Daniel-Thompson

Dallas, TX

AVP Payments & Cash Management

Managing multiple time sensitive tasks
Customer banking practices and trends in the market
The financial/accounting/reconciliation and cash management systems and techniques employed
The competitive market place
Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's Global Banking & Markets customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
The competitive environment is intense but where we differ and/or offer competitive advantages are
Provision of high quality banking services to our target clients

present

Detroit, MI

Sales Analyst, Payments & Cash Management

Detroit, MI

Streich Inc

present

Detroit, MI

Sales Analyst, Payments & Cash Management

present

Manage a client portfolio in order to maintain existing and generate new income for the business
Undertake sector/portfolio planning and client monitoring/contact
Maintain close liaison with key stakeholders so as to provide input into the strategic direction of the business, the functionality and launch of new products and services
Actively contribute to the PCM pipeline and keeping it accurate and up-to-date
To remain up-to-date with product knowledge etc through attendance at presentations, training, reviewing intranet/internet etc
Execute a robust sales plan to target key customers including effective closure of pipeline deals to capture revenue
Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programs etc

Education Education

Bachelor’s Degree in Business

University of California, Santa Barbara

Bachelor’s Degree in Business

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AVP, Payments & Cash Management Resume Examples & Samples

Strong international image amongst customers and non-customers
Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
Knowledge of global cash management

Payments & Cash Management Sales Associate Middle Markets Resume Examples & Samples

To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector of HSBC's CMB Large Corporate / Mid Market clients
Managing multiple time sensitive tasks
The financial/accounting/reconciliation and cash management systems and techniques employed
Adapting to a fast pace work environment and continually changing lines of communication, technological advances etc. the skills of the job holder is to keep close to the customer requirements

Payments & Cash Management Resume Examples & Samples

Customer banking practices and trends in the marketThe financial/accounting/reconciliation and cash management systems and techniques employed
The role holder must have a thorough understanding of the cash management business and be able to take a long-term view of expected changes in the market place to ensure HSBC remains at the forefront
To drive fee income and deposit revenue and PCM sales activities

AVP Payments & Cash Management Resume Examples & Samples

To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector of HSBC's Global Banking & Markets Corporate clients
Responsibility for pricing, reviewing and negotiating the full range of cash management services for the Global Banking & Markets Corporate clients, together with effecting any cost reduction initiatives required by the HSBC Group. The jobholder is ultimately responsible for new sales revenue and the retention and growth of existing clients and income aligned to a portfolio within the GBM Corporate Sector
The job holder needs to constantly evaluate and understand
Customer banking practices and trends in the market
The competitive market place
Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's Global Banking & Markets customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
The jobholder works closely within HSBC with Global Banking & Markets Sector Relationship Managers, Product and Client Implementation/Management. External contact includes Finance Directors, Treasury Managers, Cash Managers, Operational Departments and numerous third parties
At least 5-7 years of strong leadership and management skills and relevant experience
At least 5-7 years of local and regional cash management and clearing services, products and techniques
Association of the Chartered Institute of Bankers, Certified Treasury Professional or other recognised professional qualification, will be considered an asset
Bilinguallism will be considered an asset

Business Analyst Payments & Cash Management Resume Examples & Samples

Work closely with Front Office, Operations, IT and other departments to perform Front-to-Back Analysis as a Basis for Business Case and Project Development
Oversee and or conduct detailed business analysis, produce timely, clear and concise business requirement and options
Accurate and equivalent central reporting of the project status to the Project working group
Plan and coordination of the finalization and hand-over of the project to the Run-the-Bank teams
Comprehensive knowledge in the area of payments and new formats (XML/ ISO20022)
Understanding of Payments & Cash Management Services
Excellent German & English skills (any additional language is considered a plus)

Payments & Cash Management Resume Examples & Samples

An acute risk environment due to the evolving nature of the external threats to the platform
Payments and Cash Mangement or GTRF
Experience in managing e-commerce platforms
Commercial and Corporate customers
Relevant transaction banking product knowledge
Knowledge of HSBC Group, subsidiaries & product ranges
High level oral and written communication skills and presentation skills including public speaking
Technical and Computer skills and technical HSBC net knowledge
Complex and analytical reasoning

Sales Analyst, Payments & Cash Management Resume Examples & Samples

Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's CMB Business Banking customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
The competitive environment is intense but where we differ and/or offer competitive advantages are
The jobholder is expected to meet clients and forge strong relations. To look for new opportunities, expand on the existing portfolio, increase wallet share and generally ensure the performance of the client. The role holder has to also ensure client satisfaction including identifying and dealing with actual or potential business or relationship risks

Payments & Cash Management Resume Examples & Samples

The incumbent should demonstrate clear and effective leadership from the outset, and to be able to create a cohesive team, both direct and functional, from several different business disciplines
The major points of interaction will be
GHQ executives and the Regional PCM organizations in Asia, North America, LATAM, Europe & Middle East specifically Region Execs, Product Management Execs, Sales Execs, Client Service Execs etc
Regional/functional CTSOs
Regional and Global IT organizations
Compliance, Credit, Balance Sheet Management, Legal, and Tax
Customers
The incumbent will work as part of the Global PCM executive management team
Proven leadership skills in complex, matrixes organizations - leading through influence and direct authority across teams and in a global organization
Demonstrably successful project manager in the Transaction Banking industry. Strong process reengineering/business transformation experience
Proven ability to create an environment that fosters learning, teaching, growth, risk-taking, and innovation
Strong background in product development, or operations with hands-on technology or business transformation experience
Outstanding analytical skills and attention to detail

Payments & Cash Management Consultant Resume Examples & Samples

You will be responsible for the marketing and sales of Payments & Cash Management (PCM) solutions to a dedicated portfolio of corporate clients
You proactively seek new customers
You will structure and negotiate large-scale, complex, international PCM solutions based on the in-depth analysis of the client’s business and financial needs
You will be responsible for achieving the sales objectives for your client portfolio and contribute to achieving the team’s general sales objectives
You will ensure strong alignment with the various stakeholders (Relationship Management Corporate Clients, PCM product management and Client Services), playing your role as voice of the client in the organization
You will cross sell the different products within Transaction Services (PCM, Trade Finance Services, Development of Employee Financial Instruments, Working Capital Solutions)

Country Head-payments & Cash Management Sales Resume Examples & Samples

Develop and deliver the country sector plan
Through the in-depth understanding of clients' needs, appropriately grow market share
Ensure close relationships are built and maintained and ensuring high levels of client satisfaction
Define the growth strategy and blueprint for the country sales team in line with local coverage team
Ensure alignment with compliance requirements for the business
At least 10 years of strong leadership and management skills and relevant experience
At least 10 years of strong knowledge of local and regional cash management and clearing services, products and techniques
Knowledge of day to day workings of a Corporate Treasury environment, foreign exchange and payments
Bilinguallism considered an asset

Payments & Cash Management Sales Associate Team Lead Resume Examples & Samples

Manage a client portfolio in order to maintain existing and generate new relationships for the business
Maintain close liaison with key stakeholders so as to provide input into the strategic direction of the business and the functionality and launch of new products and services
Support development, direction and delivery of strategic initiatives
EEO/AA/Minorities/Women/Disability/Veterans

Senior Payments & Cash Management Sales Manager Resume Examples & Samples

Contribute to continued servicing of customer needs and deepen the existing relationship
Actively contribute to the GLCM pipeline ensuring it is accurate and current
Generate referrals for other HSBC Global Businesses e.g.. Private Banking (PB), Retail Banking and Wealth Management (RBWM) as appropriate
Proven ability to deliver creative and flexible customer solutions
Strong analytical and selling skills
Minimun 7 years of relevant experience

Senior Payments & Cash Management Business Risk & Control Management Manager Resume Examples & Samples

As a Global business, CMB is required to undertake responsibilities for the effective implementation of the Group’s Operational Risk Framework. The Business Risk & Control Management (BRCM) team is part of the first line of defence in the business
The role holder is responsible for the continual assessment of operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology
The importance of operational risk and control has increased over recent years and has the potential to be one of the most influential value added services available to senior management and the Group. The role holder’s ability in identifying major risk areas and key control weaknesses poses significant impact on businesses in meeting their strategic objectives
The nature of the role requires close working contact with senior executives in the Group and Region. The jobholder is required to contribute to maintaining an excellent relationship with the Regulators and industry bodies in respect of Operational Risk
The role holder must demonstrate compliance with HSBC Group standards, manuals and policies and adhere to the defined work practices, internal controls and risk management standards associated with the role
It is desirable that the role holder possesses sound knowledge on banking regulations and operations, and audit and control concepts in order to develop a set of effective standard guidelines that can be implemented. In addition, the jobholder is expected to be highly organized and to act independently and exercise broad discretion with minimal guidance and supervision
Leadership, management and coaching skills
A sound knowledge of the Group and the CMB business, including products, services, systems & processes
Business experience in a variety of roles (Corporate / Commercial Banking) centered on delivery of high quality customer service
Exposure to an operations and a control environment, such as audit or compliance

Payments & Cash Management Resume Examples & Samples

Day to day responsibilities include but not limited to
Support Head of GTB/ PCM and Head of GTB for internal and transversal projects of GTB/NY
Strong sales capabilities (Deal hunter)
Very good understanding of cash management with proven track record of emblematic cash management mandates
Pro-active team player
Assist clients (phone and in-person) on specific cash management systems
Key sponsor to client CM proposals
Excellent communication and writing skills for pitching (English as first language), other languages could be useful for this position
Strong analytical and organizational skills (be able to have an analytical mind to propose effective
Good knowledge about payment systems in the US
10+ years in Cash Management for corporate clients
Spanish

Senior Payments & Cash Management Sales Manager Global Banking Financial Institutions Resume Examples & Samples

To manage costs within plan and to keep losses to a minimum
To maintain close liaison with key stakeholders so as to provide input into the strategic direction of the business, the functionality and launch of new products and services
Actively contribute to the PCM pipeline and keeping it accurate and up-to-date
Generate referrals for other Global Businesses, e.g. Private Banking (PB), Global Banking and Markets (GBM), Retail Banking and Wealth Management (RBWM) as appropriate
Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirement
Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programmes etc
Relationship Management experience at multiple levels plus a proven sales record

Senior Payments & Cash Management Sales Manager Resume Examples & Samples

Responsibility for pricing, reviewing and negotiating the full range of cash management services for the CMB Large Corporate / Mid Market Sector clients, together with effecting any cost reduction initiatives required by the HSBC Group. The jobholder is ultimately responsible for new sales revenue and the retention and growth of existing clients and income aligned to a portfolio within the CMB Large Corporate / Mid Market Sector
Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's CMB Large Corporate / Mid Market customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
The jobholder works closely within HSBC with CMB Large Corporate / Mid Market Sector Relationship Managers, Product and Client Implementation/Management. External contact includes Finance Directors, Treasury Managers, Cash Managers, Operational Departments and numerous third parties

Payments & Cash Management Sales Analyst Resume Examples & Samples

Assist the team in managing their client portfolios to maintain existing and generate new relationships for the business
Actively undertake sector/portfolio planning
Contribute to the PCM pipeline ensuring it is accurate and current
Look for opportunities to generate referrals for other HSBC Global Businesses e.g. Private Banking (PB), Retail Banking and Wealth Management (RBWM) as appropriate
Remain up to date with product knowledge through attendance at presentations, formal/informal training, and reviewing the HSBC intranet pages
Minimum 2 years experience in an analyst role
Preferred banking experience
Excellent Communication both oral and written
Ability to work in a fast paced enviroment
Knowledge of Cash Management preferred

Business Analyst Payments / Cash Management Resume Examples & Samples

Minimum 3 years of experience within the financial services industry (with the emphasis on Banking and Payments) in roles as Business Analyst
Minimum 3 years of experience within the domain of Payments (Payments and Cash Management related banking processes (International Payments, SEPA, Cards, Mobile Payments))
Minimum 3 years of experience in performing business analysis and writing business requirements
Have a solid experience as a business analyst in bridging the communication gap between the business and IT department
Knowledge of the Project Life Cycle

Functional Analyst Payments / Cash Management Resume Examples & Samples

Minimum 3 years of experience within the financial services industry (with the emphasis on Banking and Payments) in roles as Functional Analyst
Have a solid experience (minimum 3 years) as a functional analyst in bridging the communication gap between the business and IT department
Profound knowledge of analysis and modelling tools, methodologies, issue & project tracking tool (Jira)
Knowledge of banking processes and Payment products, technical skills in these areas is a strong asset
Programming languages, processes or architectures

Payments & Cash Management Resume Examples & Samples

Deliver a quality service by ensuring that all tasks are completed accurately and correctly first time, every time
Demonstrate clear and effective communication by providing customers with relevant information and comprehensive answers to their enquiries
Researching and developing product knowledge in order to provide appropriate support and guidance on our products, services and UK and EEA domestic payments schemes
Assisting front office with sales activity
Supporting customer on-boarding, account opening and closure
Implementation and support of both domestic and international Cash Management products and services
Providing accurate and comprehensive answers to customer enquiries
Administration of customer data
Management of customer billing and invoicing
Processing of sterling and international cheques
Liaising with back office teams to ensure both timely and correct execution of customer payment orders
Experience in transactional banking ideally with a UK branch or bank